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Best answer January 01, 2024
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Welcome to the Community, Tex. I'm here to share some steps to help you reconnect your bank account to QuickBooks Self-Employed (QBSE).
To start, please remember not to disconnect your bank account or delete the bank connection if you encounter some bank errors in QBSE. If you do, all of your transaction history will be permanently deleted. Unfortunately, this action cannot be undone.
Furthermore, when reconnecting your bank to QBSE, you'll have to do it from the QBSE platform. Please follow these steps to proceed with the process if you're using an internet browser:
- Remember the date of the last transaction to avoid duplicate transactions when reconnecting the account, and QuickBooks will ask for the starting point to bring transactions back in.
- Go to Settings ⚙ and select Manage accounts.
- Click Connect another account.
- In the search box, enter the name of the bank and account type. For example, Lloyds Bank Business, Lloyds Bank Personal or Lloyds Bank Commercial.
- Follow the onscreen instructions to connect your account. Once reconnected, QuickBooks will automatically download your recent bank transactions.
You can also check out the steps of this article if you are using the QBSE mobile app: Reconnect your bank account in QuickBooks Self-Employed.
If you notice some of your transactions aren't downloaded to QBSE after reconnecting them, you can simply import them to your account using a CSV file. Here's a detailed article on the process: Add older bank transactions to QuickBooks Self-Employed.
Additionally, each time your transactions are downloaded, they need to be categorised. By doing so, the system will be able to place them on the appropriate line of your Schedule C form. See this article for more information: Categorise transactions in QuickBooks Self-Employed.
Please let me know how it goes after trying these recommendations to reconnect your bank account by dropping a comment below. I'm always here to provide additional assistance. Have a great day!
Welcome to the Community, Tex. I'm here to share some steps to help you reconnect your bank account to QuickBooks Self-Employed (QBSE).
To start, please remember not to disconnect your bank account or delete the bank connection if you encounter some bank errors in QBSE. If you do, all of your transaction history will be permanently deleted. Unfortunately, this action cannot be undone.
Furthermore, when reconnecting your bank to QBSE, you'll have to do it from the QBSE platform. Please follow these steps to proceed with the process if you're using an internet browser:
- Remember the date of the last transaction to avoid duplicate transactions when reconnecting the account, and QuickBooks will ask for the starting point to bring transactions back in.
- Go to Settings ⚙ and select Manage accounts.
- Click Connect another account.
- In the search box, enter the name of the bank and account type. For example, Lloyds Bank Business, Lloyds Bank Personal or Lloyds Bank Commercial.
- Follow the onscreen instructions to connect your account. Once reconnected, QuickBooks will automatically download your recent bank transactions.
You can also check out the steps of this article if you are using the QBSE mobile app: Reconnect your bank account in QuickBooks Self-Employed.
If you notice some of your transactions aren't downloaded to QBSE after reconnecting them, you can simply import them to your account using a CSV file. Here's a detailed article on the process: Add older bank transactions to QuickBooks Self-Employed.
Additionally, each time your transactions are downloaded, they need to be categorised. By doing so, the system will be able to place them on the appropriate line of your Schedule C form. See this article for more information: Categorise transactions in QuickBooks Self-Employed.
Please let me know how it goes after trying these recommendations to reconnect your bank account by dropping a comment below. I'm always here to provide additional assistance. Have a great day!
