Thanks for joining the Community, movindirt35.
Can you share the name of your bank or if you encounter any error messages? This way, I can check if there's an ongoing issue related to your concern.
The bank connection issues happen for the following reasons:
- The bank is performing system maintenance.
- There are notifications from their website that need your attention.
To isolate this, you can log in to your bank's website and check if there are alerts that need your attention. Please perform the following steps:
- Review your account page for messages, notifications, or alerts.
- Check your bank’s website for any announcements.
- Perform the needed action (if there's any).
- Go back to QuickBooks, then connect your account.
Also, you can connect your account using a private incognito window. This will help us determine if this is a browser-related issue. Here are the shortcut keys:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
- Safari: press Command + Shift + N
If this works, you can clear the cache to remove unwanted internet files. Alternatively, you can use a different supported browser to further isolate this issue.
Once resolved, you can review this guide here for more insights: Categorize transactions in QuickBooks Self-Employed. This contains helpful tips to ensure your financial records are correct.
Keep in touch if you have further concerns about connecting with your bank. I'll be here to help you. Have a good one.
