Let's tackle this together and determine why you can't link your bank accounts so we can get things sorted for you, Brian.
Before anything else, may I know if you've encountered a specific error while trying to connect to your bank? Any additional information or screenshots provided would be very helpful, as it allows us to provide more accurate and tailored solutions.
In the meantime, let's perform some troubleshooting steps to isolate the issue. Your browser may occasionally store frequently accessed data, leading to unusual behavior on online platforms. To resolve this, let's access your account and link your bank in private browsing mode. You can activate private browsing using these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: Command + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
On the other hand, you can switch to a supported browser to enhance your QuickBooks experience. Switching to one of these browsers may provide a smoother and more reliable experience with QuickBooks.
Additionally, for accurate categorization to improve your financial management, you can see this material for guidance: Categorize bank transactions in QuickBooks Solopreneur.
We're dedicated to organizing your financial transactions to maintain accurate financial records and streamline the accounting process. If you need additional assistance with connecting your bank accounts, please don't hesitate to reach out.
