Self Employed keeps asking me to connect a bank account when I already have

Hi lindendavies, thanks for joining the Community. We'd be happy to help you with any banking needs in QuickBooks Self-Employed. 

Which bank provider(s) are you connected to in QuickBooks, and does the message appear in the app or on the web version (or both)? 

The bank is Lloyds Bank, the message is only coming up on the website. 

Thanks lindendavies, we don't have any similar reports of this raised to with our banking team at the moment. 

Please confirm (copy & paste below) the exact message as it appears in QuickBooks so we can investigate further. Additionally, are transactions continuing to update as expected despite the message prompt? 

Attached.  

Hello Lindenddavies, thanks for sending a screenshot of the error you are getting, are you able to copy the text and post it as we are unable to make out what it is saying due to the writing on the screenshot being very small thanks. 

The text is .... 

Connect your bank account and credit cards

Connect your banks and credit cards to QuickBooks for a complete, real-time view of all your financnes and cash flow. Save time with reliable data that shows where you stand. 

I appreciate your prompt response, lindendavies. Let me help rectify connect an account reminder when managing online bank transactions in your file.

Beforehand, may I know if recent entries from your bank are all downloaded to QuickBooks? This will help me ensure that transactions from your online banking are imported successfully to your account.

With QuickBooks Self-Employed, already-connected banking accounts to the program don't require this reminder to pop up. You may want to verify the connected banks in your account and review all downloaded transactions. To do this:

1. In your QBSE account, go to the Gear icon and select Manage Account.
2. Check and review the connected banks.

If the issue persists, you may consider performing some troubleshooting steps to rule out the possibility of a webpage issue. You'll need to access your account in a private browser to ensure the program runs seamlessly without storing cached data. You may use these keyboard shortcuts:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Shift + N

If this reminder isn't populating, you may go back to your default browser and clear its cache or use a different supported browser.

Once everything looks good, you can start reviewing and categorizing your accounts to ensure they are assigned to the correct line of your Schedule C.

I'll be available anytime in this thread if there's anything else you need further assistance managing your account. Just let me know, and I'll make sure to get you covered. Keep safe and have a good one!