Let's refresh your bank account to renew its connection, jorisbeijn-hotma.
Let me guide you how:
I've also added this reference on how we can categorise the transactions: Create rules to speed up reviews in QuickBooks Self-Employed.
I'm just a post away if you need a hand with creating bank rules or any QBSE related. I'll be here to ensure your success. Keep safe!
Allow me to step in and help you with authorising and renewing your bank connection with QuickBooks Self-Employed, jorisbeijn-hotma.
We’re upgrading our bank feeds to comply with the new Open Banking regulations. This is to ensure accurate, reliable, and uninterrupted bank feeds.
Here's an article to guide with re-authorising your bank connection: How to re-authorise your bank connection.
Once reconnected, you'll have to review and organise your income and expense transactions. This way, you're able to put them on the correct line of your tax form. You can refer to this article for the detailed steps: Categorise transactions in QuickBooks Self-Employed. It also contains instructions about editing or recategorising a transaction.
Alternatively, you'll want to upload your bank transactions manually. You can check this write-up for a guide: Manually import transactions into QuickBooks Self-Employed.
Additionally, can I ask for the specific bank you're trying to authorise in QuickBooks? I want to make sure I've got you covered. In case you encounter a specific code, you can read through this article for the complete list of possible bank messages and their fix: Open Banking connection errors. It includes errors like 355, 390, 590, and 571 to name a few.
Please let me know how it goes. You can drop your comment below for follow-up inquiries or other banking concerns in QuickBooks Self-Employed. I'm just around to help
Sorry I think we are completely missing the point here.
Every 90 days you need to re-authorise for QB to pull info from your bank account.
So I have now a notification in my transactions page to do so. When I follow the link I come to the account page where I can refresh it but not authorise.
Thanks for getting back to us, jorisbeijn-hotma.
I would suggest reaching out to our Customer Care Support Team to have this better investigated. They can pull up your account in a private 1-on-1 setting and determine the reason why you're unable to authorize your bank account within QuickBooks. To reach out to them, follow these steps:
Please take note of our business hours to ensure we can attend to your needs.
As always, you can post anytime here if you have any other questions.