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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
maxralph
Level 1

Trying to connect my bank account but won’t let me past the business personal or mixed page

 
1 REPLY 1
GlinetteC
Moderator

Trying to connect my bank account but won’t let me past the business personal or mixed page

I can see you're running into an issue when trying to connect your bank account, Max. Let's perform some troubleshooting steps to resolve this issue.

 

Please log out of your QuickBooks account, wait about a minute, and then log back in. Once done, try the bank connection process again. Often, this refreshes and clears up any temporary glitches.

 

Alternatively, we can open your account in a completely different browser (for example, if you're using Chrome, switch to Firefox or Edge, or vice versa) and attempt the connection again.

 

Please let us know if you have any other issues by adding a comment. We are here to assist you.

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