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binta-hersplendi
Level 1

My bank account all of a sudden disconnected from app and I’ve tried everything to reconnect but no succeess. Pls HELP

 
1 Comment
RCV
QuickBooks Team
QuickBooks Team

My bank account all of a sudden disconnected from app and I’ve tried everything to reconnect but no succeess. Pls HELP

I've got some steps we can perform to see if this is just triggered by your bank, or in QuickBooks Self-Employed (QBSE), hairzmelinda.

 

There are a few reasons why you're getting banking errors in your account. Among these are:

  • The bank recently made some changes with their security feature or connection.
  • Log-in credentials set up in QBSE don't match with the online banking login.
  • QBSE is unable to connect to your bank's website.

 

Let's try clicking on Refresh All multiple times on your Banking page to refresh the connection between your financial institutions and QBSE. Then, try connecting your bank account by making sure you have the correct bank URL. Here's how: 

  1. Go to your bank's website an copy the URL.
  2. In your QuickBooks Self-Employed account, click the Gear Banking accounts.
  3. Paste the URL in the Connect another bank or credit card box.
  4. Enter the sign-in information you use for your bank's website.
  5. Click the Connect securely button.

 

If the same thing happens, just manually import your bank transactions using.CSV file. You can get this file from your bank's website. Let me show you how:

  1. Got to the Gear icon.
  2. Select Imports.
  3. Tap Import older transactions and follow the on-screen instructions.
  4. Tick Import.

 

For more details about this one, see the Add older transactions to QuickBooks Self-Employed article. Then, categorize and edit your transactions after. Once done, please contact our QBSE Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this banking error.  To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

 

Feel free to visit our Banking page for more insights about managing your bank transactions.

 

Please go back to this post if you need a hand with creating bank rules or any QBSE related. I'm always here to help. Take care always. 

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