Your experience connecting your bank with QuickBooks Sole Trader (QBST) has not gone unnoticed, juliesnow39. Let's work on this so you can get back on your workflow.
Before we get started, may I ask which specific bank you are experiencing problems with? Any additional information provided will be appreciated so I can provide the best solution that fits your needs.
In the meantime, let's access your bank's website to check any notifications or maintenance that need immediate action as these may cause disruption when connecting to QuickBooks. If none, let's connect your bank using an incognito window. Issues like this can arise due to accumulated cache on your regular browser. Utilizing a private window can bypass stored cache and help isolate the problem.
Use the following keyboard shortcuts:
- Google Chrome: Press Ctrl+ Shift + N
- Safari: Press Command + Shift + N
- Mozilla Firefox: Press Ctrl+ Shift + P
If it works, let's return to your regular browser and clear it's cache to start fresh. Alternatively, you can use different supported browsers.
Additionally, you may also refer to this link in categorizing your bank transactions.
If you need further assistance in connecting your bank with QBST, drop a quick reply and I'll lend a hand. Have a great day ahead!
