I'll be happy to provide guidance on connecting your bank accounts in QuickBooks Sole Trader, Julie. To assist you better, I'll need a bit of information.
Before anything else, may I know what's the name of your bank? Have you encountered any error messages while trying to link your bank? When you mention that you can't save because it won't click, is the Save button greyed out? These details will help us give you a more targeted response.
I recommend reaching out to your bank to verify whether they are conducting any maintenance activities or system upgrades at the moment. This step will help us determine if the connectivity issues are related to ongoing changes on their side.
If this isn't the cause of the issue, try accessing your QuickBooks Sole Trader account through private or incognito mode to determine if this is a browser-related issue. This approach doesn't store cache files, which can cause unusual behavior in web-based programs. Below are the shortcut keys you can use:
- Google Chrome: press Ctrl + Shift + N
- Microsoft Edge: press Ctrl + Shift + N
- Safari: press Command + Shift +N
After that, try connecting your bank account again. If it works, consider clearing the cache of your regular browser to eliminate any accumulated data. If the issue persists, you can use a different supported browser or device, as the one you’re currently using may have a temporary issue with the program.
Furthermore, to help you troubleshoot common bank connection errors in QuickBooks, refer to this article: What to do when you encounter a bank connection error in QuickBooks.
Once your bank account is connected, your latest transactions will automatically downloaded to QuickBooks. Be sure to categorize them correctly to accurately represent your income and expenses.
If you're referring to a different situation, please feel free to return to this thread and let us know. It's our priority to help you connect your bank seamlessly so you can manage your business successfully. Have a good one.
