How can I get my bank account connection to import my data after my QuickBooks account stops importing transactions?

***Backstory***

I actually talked to QB Support and wasn't able to follow up quickly enough before they closed my case.

My QuickBooks account stopped importing my bank transactions at the beginning of August. I was told by the person I chatted with to disconnect and reconnect my bank account to see if that fixed the issue - it did not.

I tried again today after about a month and still no luck even with the understanding of the new OAuth which appeared to list one of my bank accounts but, again, tried deleting and reconnecting the account and no luck.

Any troubleshooting options other than deleting cache & cookies and refreshing? Hopefully I'll get to talk to QB support early next week since they requested a video of me connecting my banks and I now have that.

Hello there, @glennjamin182.

I appreciate you for trying all the troubleshooting steps to fix this issue. Since none of this works for you, I'd highly recommend getting in touch with our Customer Support Team. They have extra tools like screen sharing to take a closer look at the issue so you can import your data.

Here's how you can reach them: Contact QuickBooks Self-Employed Support. It also provides details on how you can contact QBSE support using iOS and Android phones.

In the meantime, you can export/download the transactions from your online banking account and import/upload them to your QuickBooks Self-Employed (QBSE) account. 

Here's how:

To export the transactions from your bank:

1. Go to your online banking account and download your bank transactions as a CSV file.
2. Follow any on-screen instructions to finish the download.

To import the transactions to your QBSE account:

1. From your QBSE account, go to the Gear icon (⚙).
2. Click on Imports and select the account you want to add the transactions into.
3. Select Browse and find the file you downloaded from your bank
4. Select the file and select Open to start the import.
5. Review or map the column headers.
6. Select Continue to complete the import.

To know more about this, see the following article: Import transactions from other sources. 

You can also manually add transactions into QuickBooks Self- Employed. Here's how:

1. Click Transactions on the left panel.
2. In the upper-right corner, select Add transaction.
3. Enter the necessarily required fields.
4. Click Save.

You may refer to this article for detailed steps: Manually add transactions in QuickBooks Self-Employed.

In case you encounter any error message, you can click these articles on how to resolve it.

• Fix bank error 102 and 105
• Fix bank error 108

You can now categorize your transactions from here. Here's how to create rules to speed up reviews in QBSE. 

You can always get back to me if you have more questions in QuickBooks Self-Employed. I'm here to answer them. Have a good day!