My bank account has disconnected and I can’t get it to reconnect

paul-s-lofthouse · ‎November 13, 2020

MichelleBh · ‎November 14, 2020

Thanks for providing the error message, @paul-s-lofthouse.

Let me present to you some troubleshooting steps. So you're able to reconnect your bank in QuickBooks Self-Employed as soon as possible.

If you're reconnecting your account using the app, I recommend doing this on a regular browser or incognito rather. To check if it's something to do with your application.

Use these shortcut keys:

Ctrl + Shift + N (Google Chrome)
Ctrl + Shift + P (Firefox)
Control + Option + P (Safari)
Ctrl + Shift + P (Microsoft Edge)

Once logged in, please connect the bank again to check if it's functioning well. You can follow the steps below for your guidance.

Go to the Settings ⚙ icon, then select Bank accounts.
Hit Connect another account.
In the search box, enter the name of the bank and account type.
Follow the on-screen instructions to connect your account.

QuickBooks Self-Employed will automatically download your recent bank transactions. For more details, check out this article: Reconnect your bank account in QuickBooks Self-Employed.

If you're able to reconnect the bank, I'd suggest resetting or uninstalling/reinstalling the QuickBooks Application. This is the same as clearing the cache from your web browser. Let me guide you on how.

For Android device:

From More Options, then select the Settings tab.
Choose the Refresh Data menu.
Hit Yes.

For iOs:

Go to the Help menu.
Select Reset App Data.
Click OK.

For uninstalling the QBO app using the iOs device, you can touch and hold the app, then click the Delete app button. Nothing to worry about uninstalling the app because it won't delete the transactions and subscription you have.

For android:

Tap Settings on your phone.
Select Apps and Notifications, then locate the QBSE app.
Hit Uninstall.

Once done, you can now reinstall the app. For the detailed steps, please browse through this article: How to download the QuickBooks Online mobile app.

If the issue persists after following the steps above, I'd recommend manually downloading the transactions and communicating with your financial institution. To identify if they have an ongoing issue that leads to this problem.

Lastly, I want to ask what specific financial institution are you working with by clicking the Reply button below? This can help me check if there are any issues related to this matter. I'll be waiting for your response.

View solution in original post

Ashleigh1 · ‎November 13, 2020

Hello Paul-s-Lofthouse,

Welcome to the community page,

What bank are you with?

Do you get any error messages or codes showing up when you try to reconnect your bank?

paul-s-lofthouse · ‎November 14, 2020

Please see attached the message I receive.

Rea_M · ‎November 14, 2020

Hello there, @paul-s-lofthouse.

We're unable to see the attached file for the error message you've received while reconnecting your bank account to QuickBooks Self-Employed (QBSE). However, if you still want to do so, just select the Reply button below. Then, select the Photos option to insert the file and click Post. Please see the attached screenshot.

Meanwhile, when a bank account is disconnected (deleted) to QBSE, all your transactions under it will be removed permanently. However, once you've reconnected the account, the system will automatically download your recent transactions.

In the meantime, I'm adding this article for the complete list of possible error messages and their fix: Open Banking connection errors. It includes errors like 355, 390, 590, and 571 to name a few.

Once reconnected, you'll have to review and organise your income and expense transactions. This way, you're able to put them on the correct line of your tax form. You can refer to this article for the detailed steps: Categorise transactions in QuickBooks Self-Employed. It also contains instructions about editing or recategorising a transaction.

Additionally, I just want to make sure I've got everything covered. You can also share with me the name of your financial institution. This way, I can provide the exact resolution.

Please let me know how it goes. You can drop your comment below for follow-up inquiries or other banking concerns in QBSE. I'm just around to help. Take care always.

paul-s-lofthouse · ‎November 14, 2020

The error says:

AuthenticationFailed INPUT

Thanks

MichelleBh · ‎November 14, 2020