I'm unable to manage consent to reconnect my bank account as the connection has lapsed. Do I connect bank account as if I'm starting from scratch?

Yes, Myfocusstt.

If the connection to your bank account in QuickBooks Self-Employed (QBSE) has lapsed and you're unable to manage consent or reconnect through the existing setup, you can reconnect the account as if you're starting fresh.

Please note that disconnecting your account will permanently delete all transaction history, and this action cannot be undone. To proceed, follow these steps:

1. Go to Settings ⚙ and select Manage accounts.
2. Click the Trash icon. A pop-up window will appear prompting you to confirm the deletion.
3. Confirm the deletion by clicking the Delete button.
4. Reconnect the account by clicking + Connect another account.
5. In the search box, enter the name of your bank and account type.
6. Follow the on-screen instructions to reconnect your account. Once reconnected, QuickBooks will automatically download your recent bank transactions.

Let us know in the comments below if you need additional assistance managing your bank account in QBSE.

But don't I need my transaction history for my records??? Why wont it renew the way it always has????

But won't I lose all the transaction history crucial to my accounts???

That's a great question, myfocusstt. Your transaction history is indeed essential for accurate income, expenses, and tax tracking. To see your most recent entries, simply reauthenticate your bank feed connection in QuickBooks Self-Employed (QBSE).

When your bank connection has lapsed because consent wasn't reconfirmed, only your recent transactions won't sync into QuickBooks. However, your account remains connected, and your existing data is safe. To restore the connection and begin downloading new transactions, simply reauthenticate your bank feed. This way, you'll keep all your transaction history while ensuring everything stays updated. To do this, here's how:

1. Go to Settings and select Bank accounts.
2. Click the dropdown arrow next to Link account.
3. Select Manage connections.
4. Next to the bank you need to reconfirm consent for, select the More ⋮ icon.
5. Select Manage consent.
6. When you're ready, click Reconfirm.
7. Hit OK to confirm.

For more information about managing your bank feed connection, please see this article: Reconfirm your bank feed connection in QuickBooks.

If you have any additional questions or need assistance as you reconnect your bank in QuickBooks, don’t hesitate to reach out. We’re always here to help.

It keeps saying something unexpected happened......this has been happening for weeks! I'm very reluctant to disconnect and reconnect but renewing consent isn't working 

I can only imagine how frustrating it must be to deal with this ongoing issue for so long and keep encountering the same error, myfocusstt.

To better understand your situation, could you please provide the name of your bank? This information will help us investigate any potential connection issues related to your financial institution and offer an appropriate solution.

The error message, “Something unexpected happened,” appears when there’s an issue between QuickBooks Self-Employed (QBSE) and your bank. This could be due to temporary technical difficulties, changes in your bank’s security settings, or even maintenance updates from your financial institution.

In the meantime, I recommend visiting your bank’s website to check for any alerts, maintenance updates, or new security requirements that might impact your connection with QuickBooks.

If your bank confirms there are no issues on their end, access your QBSE using a different browser or a private window and renew consent of your bank.

If the issue persists, it is best to contact our Chat or Phone Support team. They can determine the root cause and walk you through the precise steps to reconnect your bank.

While awaiting a permanent solution, you can manually import your transactions into QuickBooks to continue managing them effectively.

Please leave a reply below if you have additional questions or concerns about QuickBooks. The Community team is always here to assist.

I am with HSBC Business banking. I have just tried making changes in a private browsing window and still the same error message.

I appreciate your effort in performing the troubleshooting steps provided by my colleague above, myfocusstt.

Since the issue persists, we recommend contacting our Customer Phone Support team for further assistance. They are equipped with the necessary tools and expertise to delve deeper into the matter and to know the root cause of the issue. They will also be able to check for any potential account-specific or system-related factors that might be contributing to the problem.

Here's how:

1. Sign in to your account, then go to the Help menu.
2. Tap on Contact Us from the Search tab.
3. Enter a short description of your concern.
4. Choose a way to connect with support.

If you have any additional questions or concerns, please leave a comment below, and we will be happy to assist you.