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jaime-burrow
Level 1

I am having issues connecting my bank accounts. They were working but recently disconnected due to the bank system crashing from the stimulus checks. The bank is now back up online but Self Employed still cant connect. Any help is appreciated.

 
6 Comments 6
ShiellaGraceA
QuickBooks Team

I am having issues connecting my bank accounts. They were working but recently disconnected due to the bank system crashing from the stimulus checks. The bank is now back up online but Self Employed still cant connect. Any help is appreciated.

Hello there @jaime-burrow,

 

You'll want to update your account in QuickBooks by following these easy steps.

 

  1. Go to Gear, then Bank accounts.
  2. Click the Refresh all button.

Once done, check your account if it's already working. Feel free to also check these handy articles for your reference: 

 

 

That'll do it. Please don't hesitate to reach out if you have other questions or concerns. The Community is here to help. Thanks for posting and have a lovely day ahead.

jaime-burrow
Level 1

I am having issues connecting my bank accounts. They were working but recently disconnected due to the bank system crashing from the stimulus checks. The bank is now back up online but Self Employed still cant connect. Any help is appreciated.

Hi Sheila,

 

ive tried that several times over the last week and this is the error I keep getting (see attached). 

jaime-burrow
Level 1

I am having issues connecting my bank accounts. They were working but recently disconnected due to the bank system crashing from the stimulus checks. The bank is now back up online but Self Employed still cant connect. Any help is appreciated.

Hi Sheila,

 

Thanks for the response. I have tried that several times over the last week and I keep getting the same error message (see attached). What do I do to fix this?

 

thank you,

 

Jaime

Ryan_M
QuickBooks Team

I am having issues connecting my bank accounts. They were working but recently disconnected due to the bank system crashing from the stimulus checks. The bank is now back up online but Self Employed still cant connect. Any help is appreciated.

Hi @jaime-burrow,

 

Thank you for your prompt reply, as well as sharing screenshots of the error code you received. I'll list a few things you can check to have your online bank connection up and running.

 

  • Check if you can sign in to your bank's site.
  • If you're able to sign in successfully, look for a message, notification, or alert from your bank indicating that something isn't working as it should be. Also, make sure that you can see your account summary, account history, and account transactions without any problems.
  • If you can sign in at your bank or credit card site, but still see the error, wait at least a day before trying again in order to allow the bank time to fix any problems with their servers and data transfers.

If the issue persists, I suggest contacting our QuickBooks Self-Employed (QBSE) Technical Support team. They can pull up your account within a secure environment. They're also equipped with the tools necessary to investigate as to why you keep getting the error code you stated above. 

 

Here's how to contact them:

 

  1. Log in to your QBSE company.
  2. Click the Help menu.
  3. Select Contact us.

If you wish to manually upload your bank transactions, see this article for the steps: Add older transactions to QuickBooks Self-Employed. It's a step by step guide on how you can manually import your bank transactions. From getting the date range, up to reviewing what you imported. 

 

Place a comment below in case you need further help. I'll be happy to assist. 

jaime-burrow
Level 1

I am having issues connecting my bank accounts. They were working but recently disconnected due to the bank system crashing from the stimulus checks. The bank is now back up online but Self Employed still cant connect. Any help is appreciated.

Yes, I can log in to my bank accounts and see all of my histories and I do not have a message about anything not working. I have been trying to reconnect my accounts to Quickbooks every day for the last week and keep getting the same message. Do I need to contact the bank? Is this something Quickbooks can fix? 

Mark_R
QuickBooks Team

I am having issues connecting my bank accounts. They were working but recently disconnected due to the bank system crashing from the stimulus checks. The bank is now back up online but Self Employed still cant connect. Any help is appreciated.

I appreciate you getting back to us and following the suggestions shared by my colleagues above, @jaime-burrow.

 

I'd like to redirect you to the best support group available to get this addressed right away.

 

Since the manual update of your account doesn't work and it seems that there's no problem on your bank's end, I recommend contacting our Phone Support Team. This way, they can further investigate this matter and create an investigation ticket if other users are experiencing the same. They can also provide additional troubleshooting steps to get this fixed.

 

You can get in touch with our phone support by arranging a callback:

 

  1. From your QuickBooks Self-Employed (QBSE) homepage, click the QB Assistant at the top.
  2. Type in the chatbox contact support
  3. You'll now be provided options on how would you like to connect to them.
  4. Choose to Get a callback

You might want to check out this article to learn how to categorize transactions: Categorize and edit transactions in QuickBooks Self-Employed.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a good one and be safe.

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