Review my bank connection message constantly showing

Hello Jamessealey, 

Welcome to the Community page, 

Is the renew connection showing in blue on the transactions page? or is it just showing as red in the accounts section? 

It shows in Blue on the transactions page.

Hi James, thanks for the screenshot, we are aware of this issue and there is currently an investigation on it which we have added you to and have sent and email to you as well, any updates you will get an email to inform you about it. 

I've got your back, @Anonymous.

The issue with reconnecting the Monzo bank account is already closed. Since you're still experiencing the same problem, let's perform some troubleshooting steps to get this fixed.

There are some reasons why you're getting errors when reconnecting your bank account to QuickBooks Self-Employed (QBSE). Here's a list of them:

• The bank recently made some changes with their security feature or connection.
• Log in credentials set up in QBSE don't match with the online banking login.
• QBSE is unable to connect to your bank's website.

To get this reviewed, you'll want to log in to your bank's website and check if there are new alerts, system maintenance, or policy changes on their end. Also, you can refresh the connection between your financial institutions and QBSE. To do so, go to the Banking menu and click Refresh All. 

If the issue persists, I recommend reaching out to our QuickBooks Support Team. This way, they can further check on this matter and provide additional troubleshooting steps to get this resolved. They can also reopen the investigation if other users are still experiencing the same.

Once you're able to renew the connection, the system will automatically download your bank transactions. Then, you'll want to categorise them correctly in QBSE. For more guidance, feel free to check out this article: Categorise transactions in QuickBooks Self-Employed.

Should you need any additional assistance reconnecting your bank account, you can leave a comment below. I'll be sure to get back to you.

Hi Mark, it's interesting you say the issue has been closed. I received an email from Asleigh:

"Thanks for reaching out to us on the Community page, we are already aware of this issue and have added you to the INV -61304, soon as there is any update on it we will let you know via email."

I've had no further updates, and the issue is still persisting for me.

Thanks for getting back to us and for sharing some clarifications, James.

Our engineering team is working diligently to fix this as soon as possible. Rest assured you'll be notified via email once the issue is resolved.

In the meantime, let's manually upload your bank transactions. I'll show you how.

1. Sign in to your bank’s website and follow the steps on how to download your transactions as a CSV file. Ensure to download the transaction that hasn't been uploaded to your account to avoid duplicates.
2. Once done, sign in to your QuickBooks Self-Employed (QBSE) account.
3. Go to the Gear icon and select Imports.
4. Select Import older transactions for the account you want to add transactions to.
5. Click Browse and find the file you downloaded from your bank.
6. Select the file and click Open to start the import.
7. Review the column headers and data.
8. Click Continue to complete the import.

You can also see this link for more details: Add older transactions to QuickBooks Self-Employed. 

Once done, you'll want to review and categorize your transactions for accurate tracking.

Please bear with us as we're working to fix this. If there's anything else you need help with aside from reconnecting your bank account, you're always welcome to share them with me. I'll be here to help you anytime.

Hi Simon_D, thanks for getting back to us on this thread - can we check which bank provider you're with and the specific error that is showing on your QuickBooks baking dashboard after attempting to update the connection? 

Great thanks Simon_D, does the account update with the correct balance and transactions, is it just the prompt that does not remove after renewing the connection? 

Thanks for getting back to us, Simon_D.

Let me provide one more troubleshooting step to isolate and remove the Renew your connection or Learn More option on your Banking page. Let's start by logging in to your QuickBooks Self-Employed account using a private or incognito browser.

If you aren't seeing the option, you can go back to the regular browser. Then, clear cache and cookies to fix this.

Follow the steps to clear the history for your browser.

• Firefox
• Google Chrome
• Safari for Mac
• Microsoft Edge.

Once done, make sure to restart your browser for changes to take effect. Then, log in again to your account and check if the option is still showing up.

Also, you can use a supported, up-to-date browser to have the best and most secure experience with QuickBooks.

If it is, I recommend contacting our QuickBooks Self-Employed Live Team. They can create a case to investigate why the bank keeps asking you to re-establish the connection.

Keep in touch with me if you have additional questions by commenting below. I'll be right here until your able to clear the option on your Banking page.

I appreciate you for getting back to this thread and for doing the suggested steps to fix your concern, @Anonymous. 

Since you almost covered the necessary troubleshooting to resolve your banking connection issue, I recommend contacting our support team directly. This way, they can check your account further and provide alternatives to help you with the connection problem. 

To proceed, you can utilize this link to help you with the detailed steps on how to reach them: Contact QuickBooks Self-Employed Support.

Additionally, I'll be sharing these articles you may find relevant for future use with regards to managing banking transactions: 

• Review and categorize your banking data
• Create and manage category rules

I'm always around to help you out again if you have banking concerns. Thank you for visiting the Community.

Hi,

I have exactly the same issue. I've tried all the suggestions above - different browsers, clearing the cache etc - and the blue box remains around just one of my bank accounts. (Always the same one)

The other four connected accounts are fine and information IS syncing with all accounts.... just this rather irritating message consuming screen space.

Any further suggestions?

Hello Jezz789, 

Welcome to the Community page, 

 Is the bank with the blue error still syncing and bringing in your transactions or is it not syncing up at all? Does the blue box appear on both the web and app version or just one one of them? When you go into accounts in the cog wheel does it show in there to reconnect the account or is it just on the transactions page where it shows to reconnect the account up? 

Hi Ashleigh1,

1) Yes it still syncs and brings in new transactions

2) The blue box only appears on the web version, not the app

3) The blue box only appears on the transactions page - there is nothing showing to reconnect the account

Thanks for your assistance!

Hi Jezz789, so if the bank is still syncing and bring in the new transactions it looks to be a version error then if it is only showing on the web browser and only on the transactions page as well.  Does it appear on all web browser so google chrome, safari, firefox? Can I ask what bank and account type is it as well that is showing in the blue box for you. 

Your most welcome there. 

Hi,

Yes it appears on all the browsers that you mention.

I attach a screen shot.

Thanks again!

I appreciate you for getting back to this thread and for the screenshot, @Jezz789.

I can see that you covered almost all the necessary troubleshooting to resolve your banking connection issue. That being said, I suggest contacting our support team directly. This way, they can check your account further and provide alternatives to help you with the connection problem. 

To proceed, here's how:

1. Log in to your account.
2. Click Assistant from the top bar.
3. Enter your concern. 

For more info, you may utilize this article: Contact QuickBooks Self-Employed Support.

In addition to that, let me attach these articles you may find relevant for future tasks with regards to managing banking transactions: 

• Create and manage category rules
• Review and categorize your banking data

Fill me in if you have further concern with your banking transactions in QuickBooks. I'll be happy to help you. Take care!

Yes, got to agree with you. This is clearly an issue that affects a number of people so should have been addressed by now.

Clearly this is an issue that affects other people - and has done for some time.

Entering my problem into the assistant achieves nothing.

Can you please advise when this long-standing fault will be rectified?