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tabearl2014
Level 1

Adding bank account

I am trying to add my bank account but it keeps saying to choose an account and I have but it keeps giving me the same message .

1 Comment 1
Anonymous
Not applicable

Adding bank account

Hello,tabearl2014.


Let’s try to use your bank’s URL when adding your bank to QuickBooks Self-Employed.  Here’s how:

 

  1. Login to your bank's website and copy the URL from there. 
  2. Select the Gear icon at the top. 
  3. In the drop down option, select Bank Accounts. 
  4. Paste the URL you’ve copied from the bank’s website in the search box. 
  5. Enter the sign-in info you’re using to login to the bank’s website. 
  6. Click Connect securely. 


If you’re still receiving the message after these steps, I’d recommend doing it again on a private browser. If everything works fine on a private window, it’d be best to clear your browser’s cache or switch to another browser. There are times that the overloaded files in your browser can cause unusual behaviors in the program. 


Please don’t feel hesitant to visit us again if you have other concerns with QuickBooks. 

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