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capefolks
Level 1

I cannot connect to my credit card. States bank is down. It is not. How to I refresh this connection? If I select option to delete it gives me a stern warning.

 
1 Comment 1
JenoP
QuickBooks Team

I cannot connect to my credit card. States bank is down. It is not. How to I refresh this connection? If I select option to delete it gives me a stern warning.

Hi there, capefolks.

 

Can you tell us the name of the bank that you're trying to connect? Deleting a bank will also delete all categorized transaction that are attached to it. This is the reason why you're getting a warning when you tried to delete it. More details about this are discussed here: Delete Bank And Transaction Data In QuickBooks Self-Employed

 

A possible browser or cache issue might have caused the error even if the bank's website is working fine.

 

I'll share some steps that can resolve common banking issues in QuickBooks Self-Employed. 

 

Start by using an incognito/private browsing session just in case the same issue appears. Use these keyboard shortcuts to initiate an incognito browsing session:

 

  • Ctrl Shift N  for Google Chrome
  • Ctrl Shift P  for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

You can also delete cache or use any of browsers that I've enumerated above. Once done, go back to QBSE and check if the connection is restored and if you can refresh the bank.

 

After reconnecting or refreshing the account, you can open this article and follow the steps on how to assign categories to them: Categorize Transactions In QuickBooks Self-Employed 

 

Let me know if you still need more help with this. 

 

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