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robray22
Level 1

Cant re link bank account

Hello, ive been trying to re connect my bank account for a few weeks with no joy 

i follow the on screen instructions until i get to this page as show, 

When i click on SIGN IN , nothing happens and im stuck.

I cant do anything from my banks end so im stuck how to fix this

 

I have tried clearing cashe and trying form incognito with the same results 

Any help appreciated 

 

Thank you 

Solved
Best answer March 09, 2023

Best Answers
SarahannC
Moderator

Cant re link bank account

Hello there, robray22.

 

I appreciate your quick response and considering the suggestions shared by my colleagues.

 

Yes, you're correct. It means you need to connect your bank account again to update the connection between your bank and QuickBooks. Reconfirming consent by 07 Jun 2023 indicates that you can only do it up until the date mentioned. 

 

We can disconnect and re-connect your bank account. Still, I recommend following these steps to accomplish this task.

 

  1. Go to the Gear icon and select Bank accounts.
  2. Select Connect another account.
  3. In the search box, enter the name of the bank. 
  4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

 

Here's an article that helps you manage and quickly review your bank data: Create rules to speed up reviews in QuickBooks Self-Employed.

 

If you have other concerns about linking bank accounts and managing bank transactions, please don't hesitate to post them. I'll provide the information you need and help you anytime.

View solution in original post

12 Comments 12
GeorgiaC
QuickBooks Team

Cant re link bank account

Hi robray22, thanks for joining the Community - do you have pop-up blockers disabled, and do you receive the same response on more than one web browser? 🧐

robray22
Level 1

Cant re link bank account

Hi there, thanks for the reply

Yes tried on 3 browsers , pop ups enabled, same results

GeorgiaC
QuickBooks Team

Cant re link bank account

Thanks robray22, do you have the QuickBooks app installed on your mobile device, and are you also unable to connect using this? 

robray22
Level 1

Cant re link bank account

Afraid not, i do everything on PC 

Adrian_A
Moderator

Cant re link bank account

Thank you for adding a screenshot, robray22.

 

I appreciate you for getting back to us. Let's go ahead and resolve why you're unable to reconnect your HSBC - Personal bank account.

 

To start with, reconnect the account on a private window. It is the best place to identify any unexpected issues on the opened pages. You can use these keyboard keys to open one:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox & Microsoft Edge: Ctrl Shift 
  • Safari: Command + Option P

 

If you can connect the said account, you can go back to a regular browser and clear the cache. If the same thing happens, you can use another supported browser to isolate the issue further.

 

Once the account is connected, you can categorise the transactions. I've added these references as your guide:

 

 

Feel free to mention my name whenever you have concerns about categorising transactions.

Fiat Lux - ASIA
Level 15

Cant re link bank account

@robray22 

Another option, use csv2qbo converter tool as a workaround.

https://www.moneythumb.com/?ref=110

 

robray22
Level 1

Cant re link bank account

Thank you but already tried 

Ashleigh1
QuickBooks Team

Cant re link bank account

 Hello Robray22, thanks for coming back to us, please can you try to search for a different bank name and if you are able to click on sign in and let us know how you get on as we do currently have and investigation on the re-authenticate link not responsive.

robray22
Level 1

Cant re link bank account

Oddly enough , after trying again this morning with the same results, after trying another bank as suggested , the pop up opened and was able to re-connect my bank , thank you 

However i do see this message on my accounts now, does this mean i will have to reconnect again before this time? - Reconfirm consent by 07 Jun 2023

 

SarahannC
Moderator

Cant re link bank account

Hello there, robray22.

 

I appreciate your quick response and considering the suggestions shared by my colleagues.

 

Yes, you're correct. It means you need to connect your bank account again to update the connection between your bank and QuickBooks. Reconfirming consent by 07 Jun 2023 indicates that you can only do it up until the date mentioned. 

 

We can disconnect and re-connect your bank account. Still, I recommend following these steps to accomplish this task.

 

  1. Go to the Gear icon and select Bank accounts.
  2. Select Connect another account.
  3. In the search box, enter the name of the bank. 
  4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

 

Here's an article that helps you manage and quickly review your bank data: Create rules to speed up reviews in QuickBooks Self-Employed.

 

If you have other concerns about linking bank accounts and managing bank transactions, please don't hesitate to post them. I'll provide the information you need and help you anytime.

A Royal Flush
Level 1

Cant re link bank account

Does this mean I lost all my Quickbooks ?

LeizylM
QuickBooks Team

Cant re link bank account

Hi there, A Royal Flush. 


Reconfirming consent does not mean that you have lost all your QuickBooks data. Instead, it usually signifies that the consent you previously gave for a particular purpose or agreement needs to be confirmed or revised by the mentioned date.

 

Failing to reconfirm consent may result in limitations or changes to the services or access provided, depending on the specific circumstances. 

 

You might also want to set up bank rules to automatically categorize bank and credit card transactions.

 

Please don't hesitate to post your additional banking concerns here in the Community. We're always available to provide assistance. Stay safe and healthy!

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