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Buy nowWe can perform some troubleshooting steps to help you connect your bank, ccpurdyhair.
First, could you please share the name of your bank or any error message you encountered? Providing this information will help us better understand the issue and determine the most effective solution.
In the meantime, I recommend logging in to your bank’s website to ensure there are no issues with your account credentials, security prompts, or account availability. Verify that their system is functioning properly and not undergoing maintenance.
Once everything looks good on the bank's end, attempt to reconnect your bank account in QuickBooks. Be sure to manually enter your login credentials instead of copying, pasting, or using saved ones. You can find detailed instructions here: Connect bank and credit card accounts to QuickBooks Self-Employed.
In the meantime, you can manually upload your transactions using a CSV file. Here’s how:
It’s important to note that if your bank account is later connected, it may create duplicate transactions for the ones you’ve already imported. To resolve this, you can exclude the duplicate transactions.
If you have any other questions or encounter additional issues with bank connectivity, feel free to let me know. I’m here to assist.
I appreciate the effort in trying to troubleshoot the bank connectivity issue, Cpurdyhair. I understand this can be concerning, as it can interrupt your daily workflow. I recommend contacting our Live Support team directly to investigate the error you received and provide guidance on the next step to take.
Here's how to reach out to our Live Support team:
If you want to learn about our support availability, refer to this material: Get help with QuickBooks products and services.
Please feel encouraged to reach out anytime.
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