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almondubs
Level 1

I am trying to link my bank accounts in the app, when I get to the select type of account, I choose mixed, but then the save button won’t work. How can I get it to work?

I have uninstalled and reinstalled the app, deleted all data from app, signed it with phone and email. I chose Bank of America, sign in, choose to share data and then I select my accounts. The next screen shows both accounts and I need to choose between personal, business, or mixed. I chose mixed for both. The save button shows up, but when I click it, nothing happens. Additionally, the cancel button won’t work either. I have to force close the app. I’ve updated to the newest app version and the newest iOS version on my iPhone 15.

1 Comment 1
MichaelaS
QuickBooks Team

I am trying to link my bank accounts in the app, when I get to the select type of account, I choose mixed, but then the save button won’t work. How can I get it to work?

I appreciate your patience with going through those troubleshooting steps, Almondubs. Since the issue persists, I'll point you in the right direction for support. 

You can contact QuickBooks Online Support to help you enable the buttons and link your bank account successfully. They can perform screen-sharing and possess the tools and expertise to resolve this issue. Here are the steps to contact them:

 

  1. Log in to your QuickBooks Online Solopreneur Account.
  2. Click Help and select the Search tab.
  3. Press Contact Us and enter the appropriate topic of your concern to connect to the right expert.
  4. Choose a way to connect with us:
  • Have us call you - get a call back from the next available agent.
  • Chat with us - start a conversation with support personnel.

 

Alternatively, you can access this function by signing in to your QuickBooks Online Solopreneur account using a web browser.

 

Check out this article for tips on managing your finances as a solopreneur, as well as FAQs related to it:

 

 

Furthermore, here's a resource to maintain organized financial records and streamline your bookkeeping process for future use: Categorize bank transactions in QuickBooks Solopreneur.

 

Don’t hesitate to contact us for any additional bank questions or concerns. Your ability to manage your finances smoothly is our priority, and we’re here to support you every step of the way.

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