QB Self-Employed Bank Connection

Hello,  aj2932.

I acknowledge how it can be upsetting when you encounter difficulties doing tasks to your account and understand that reliable and efficient customer support is essential in ensuring a positive experience.

I'll do my best to direct you to the appropriate channels for resolution. While I understand you have already contacted QuickBooks Self-Employed support, I would still recommend contacting them again, as they have the tools and expertise needed to access your account and review your case thoroughly. Their dedicated team will be able to provide you with the appropriate guidance and assistance to address your bank connectivity concerns.

Additionally, you can manually import bank transactions into the software using a CSV file. For detailed information, refer to this article: Manually import transactions into QuickBooks Self-Employed.

Furthermore, you can assign categories to the transactions to ensure they are allocated correctly on the relevant line of your Schedule C: Categorize transactions in QuickBooks Self-Employed.

If anything else you need help with bank connectivity issues, please let me know by adding a comment below. I'm here to assist you in any way I can. Take care!

I’m having the same issue, been waiting 3 weeks now for engineering to look into the problem. I lost my 2023 transactions and tax time is here! Not sure what to do either!

Thanks for joining this thread, Welderboy.

If you see the message ‘Your Bank is making a change. Until you upgrade your bank connection, your transactions will stop automatically flowing into QuickBooks. To upgrade your connection, you will need to reconnect your account. (390)’,  you may need to reconnect your bank account.

Here's how:
 

1. Use the Gear icon, then go to Bank accounts.
2. Click Connect another account.
3. In your Search box, enter the name of your bank and its account type.
4. Follow the onscreen instructions to connect your account. QuickBooks will automatically download the accounts recent transactions.

You can also reconnect an account using your QuickBooks mobile app.

If the problem continues, I'd recommend checking your banks website, and confirm you're able to sign in to the account. If you're able to get signed in, look for any notifications or messages on their website about maintenance or security updates. These can sometimes interfere with connections to programs like QuickBooks. There's also a few additional troubleshooting processes you can try.

In the event it continues having connection issues, I'd recommend getting in touch with our Customer Care team to bring what's occurring to their attention. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:
 

1. Use your Help (?) option.
   
   
    
2. Choose Contact us.
   
   
    
3. In the Ask a question (or tell us what's wrong) field, explain what you're reaching out about.
4. Click Continue.
   
   
    
5. Select Start a Chat or Get a callback.
   
   

Be sure to review their support hours so you'll know when agents are available.

To import backdated transaction history, you can manually import transactions if necessary.

If there's any questions, I'm just a post away. Have a lovely Wednesday!

Thanks ZackE, tried several times to connect to bank always get back from my bank connection was successful. Called support (#15111823129) and could not fix, they sent it to engineering where it’s been for 3 weeks, have not heard anything and when I call support they keep saying they are working on it. If not corrected by the forth week I’ll

be forced to seek another vendor.

Was there any resolution here? I am having the same issue, repeatedly, over the course of 7 months. This is happening with two different banks, so it's not on the part of the external bank. And, when I check my sharing permissions with the bank accounts, they show that Intuit is accessing the data as recently as today. So it's definitely Intuit with the error. The "try again in a few hours" message is frustrating, as it's been many days in a row.