Add bank account

Hello, @JGill.

Thank you for coming to the Community for help. I’m here to make sure you’re able to connect your bank with QuickBooks Self-Employed (QBSE).

There’s a possibility that your app’s cache data might be the reason why it’s causing the error message when adding your bank. Let’s perform some basic troubleshooting to fix the problem.

You can start by signing out of your account and logging back in. After that, clear the QBSE App’s cache by following the steps below:
1.    Go to the Settings menu. This can be done by tapping the cog icon in your notification shade.
2.    Find Apps in the menu, then locate the QBSE app.
3.    Tap on Storage to clear the cache.

Once done, restart your mobile phone and add the bank account once more.

Please let me know if this does the trick. I’m only a post away if you have any follow-up questions. I’ll be on a look out for your response. 

I Cannot add my credit union it is not on the list how do I add it if I can't find it when I Type it in? its Credit Union 1.

Hello there, @RMighty.

Thanks for taking the time to reach out to us. I'm here to help ensure you're able to add your Credit Union 1 bank in QuickBooks Self-Employed (QBSE). 

There are a few possible reason why you can’t connect to the bank in QBSE: 

• Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. You can search by the banking login URL to ensure you are using the correct listing.
• Your bank does not connect to all types of accounts (for example, personal accounts vs. business accounts).
• Your bank is not a participating financial institution.

If you have confirmed the required details, and you still can't find your bank. You'll need to use the Request support your bank option and ask us to add your bank. 

Let me walk you through the steps:

1. When you enter your bank and click Find, you'll get the message: Hmm, we can’t find [name of the bank you entered] in our list of supported bank.
2. Click on the button Request support for your bank.
3. Enter your bank's website in the field provided.
4. Select Request. 

Alternatively, you can import your transactions to QBSE using CSV file. You can check this article for the detailed steps: Import transactions from earlier date ranges.

If you need further assistance with the steps, you can directly contact our QuickBooks Self-Employed Support through this link: How to Contact QuickBooks Self-Employed Support?

Please let me know how it goes. I'll be around to help if you have any other concerns. Have a good one.