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mica-n-robinson
Level 1

My bank won’t connect and gets stuck at the choice where I submit if I use my account for business or mixed, and won’t let me save or cancel. Restarted phone too. Help!

The save and cancel button don’t work and I get stuck in the window.

4 Comments 4
GebelAlainaM
QuickBooks Team

My bank won’t connect and gets stuck at the choice where I submit if I use my account for business or mixed, and won’t let me save or cancel. Restarted phone too. Help!

I appreciate what you've done so far, mica. To resolve the issue, we can refresh the app data and reinstall the app, as cached data may cause freezing or other system hiccups. Let's dive into the details.

This process will refresh your data to see the latest available information in your QuickBooks app. I'll show you how.

For iOS:
 

  1. Go to Settings, then tap General.
  2. Tap iPhone Storage, then tap the QuickBooks app.
  3. Select Offload App. It will free up the storage without deleting your app's documents and data.
     

For Android:
 

  1. Go to Menu ☰, then tap More Options ⋮.
  2. Tap Settings, then Refresh Data.
  3. Select YES to confirm.
     

If the issue persists, uninstall and reinstall the app. Please refer to the steps below:
 

  1. Tap and hold the app on your phone.
  2. Drag the app to the Uninstall section.
  3. Select Yes to confirm.
     

Once done, reinstall the QBO mobile app and connect your bank again.

On the other hand, you can also use your mobile browser to access your account and try connecting to your bank from there. Here's a link for reference: Connect bank and credit card accounts to QuickBooks Online.

Furthermore, I'm attaching this article for future reference in categorizing your transactions: Categorize bank transactions in QuickBooks Solopreneur.

We're ready to help with any questions about connecting your bank and managing your bank transactions in QuickBooks or any other issues. Just post your inquiries here for quick responses.

mica-n-robinson
Level 1

My bank won’t connect and gets stuck at the choice where I submit if I use my account for business or mixed, and won’t let me save or cancel. Restarted phone too. Help!

I deleted and redownloaded and am still facing the same issue. Won’t let me go past the selection screen.

mica-n-robinson
Level 1

My bank won’t connect and gets stuck at the choice where I submit if I use my account for business or mixed, and won’t let me save or cancel. Restarted phone too. Help!

That didn’t work. Still stuck 

FaithA
QuickBooks Team

My bank won’t connect and gets stuck at the choice where I submit if I use my account for business or mixed, and won’t let me save or cancel. Restarted phone too. Help!

Thank you for getting back to the thread, Mica. Since you've already tried refreshing the app data, and reinstalling it, you can contact Solopreneur live support to have this looked into. Let me ensure that you get routed to the best help that you need.

 

The issue you're experiencing may require a deeper look into your specific account setup and the connection process, which our live phone support team is equipped to handle. They can securely run diagnostics and offer solutions tailored to your specific situation. Follow these steps to get in touch:

 

  1. Sign in to your QuickBooks Online company.
  2. Select (?) Help.
  3. Use the QB Assistant and enter your question or topic. Or, you can use the Search tab and enter a keyword. You'll be offered a list of articles related to your topic to choose from.
  4. Select Contact Us to be connected to an expert for help.

 

Please know that our support team is available to assist you Monday through Friday, from 6 AM to 6 PM PT, and on Saturdays, from 6 AM to 3 PM PT.

 

It's also best to ensure your QuickBooks mobile app is up to date with the latest version available in the App Store or Google Play Store and verify if there are any issues or updates related to your bank's online services that might affect the connection.

 

Furthermore, once the issue is resolved, you can refer to this helpful article as a reference on categorizing your transactions: Categorize bank transactions in QuickBooks Solopreneur.

 

Please know that this thread will continue to remain active if you have further queries about connecting your bank. The Community team will be here and will loop back promptly to assist.

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