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Level 1

I am trying to connect my bank account, after using my log in information, it continually will load before it brings me back to the log in page.

 
1 Comment
QuickBooks Team

I am trying to connect my bank account, after using my log in information, it continually will load before it brings me back to the log in page.

Nice to have you in the Community space, @platinumdancecom.

 

I’m here to ensure you’ll be able to connect your bank account to your QuickBooks Self-Employed (QBSE) account. Would you mind sharing with me the name of your bank? That way, I can check here on my end if there are any related reported issues. I’d appreciate additional details you’d provide.

 

In the meantime, let’s access your QBSE account on a private window (incognito). Cache stored from the browser causes unusual behavior that affects the performance of your account. Using a private window helps us verify it. To start, you can use these keyboard shortcuts in opening a private window:

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P 

Once login, connect your bank account again. If you’re able to do so, then we’ll need to clear your regular browser’s cache. If the issue persists, try using other browsers. This way, we can see and check if this is a browser-integrated issue.

 

However, if you’re using QBSE mobile app, I recommend clearing your app data. You can refer to this article for the detailed steps: Troubleshooting Quick-Start Guide for the QuickBooks Online app. Although this topic is for QuickBooks Online (QBO), it also works with QBSE.

 

Once you’ve successfully connected your bank account, you can utilize this link to easily track and categorize those transactions.

 

Let me know if there’s anything else I can help in managing your transactions in QBSE. It’s my pleasure to help you out. Have a great weekend!

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