I understand your frustration with the difficulties you've encountered while setting up your bank and QuickBooks accounts @B-Lloyd. I want to ensure that your concerns are handled promptly and effectively.
First off, to address your login concerns with the QuickBooks mobile app, verify your account credentials to ensure you're using the correct email and password associated with your QuickBooks Online (QBO) account. It's not uncommon for small typos or outdated information to cause login issues, so taking a moment to confirm these details can resolve the problem.
If the issue persists after reviewing your credentials, I suggest uninstalling and reinstalling the app to start with a clean slate.
Regarding your Barclays bank account connection with QuickBooks, I'd like to know if you encountered any specific error messages during the process. In the meantime, I suggest reconnecting your account by manually entering your bank's specific URL in the search field. This often provides more accurate identification, especially for multi-branch banks.
Here's how:
- Go to Transactions and click Bank transactions.
- Hit Link account.
- Paste your bank's URL and choose a bank.
- Enter the necessary information to sign in, then click Continue.
- Select which account you want to connect.
- Once done, hit Connect.
Moreover, requesting a refund for your subscription will depend on how you purchased it. You can visit this article for detailed information about refund requests: Request a refund for your QuickBooks product.
Finally, I've added this article as your reference in categorizing your bank and credit card transactions: Categorise online bank transactions in QuickBooks Online.
Keep your post coming if you have further questions about logging in to your QuickBooks account, connecting your bank, or managing your QBO subscription.