I have a Mint personal account - and started a Quickbooks small business account - but I can't connect my credit card accounts to my Quickbook accounts. Can anyone else?

I'm delighted to have you here today, @Jackson. I'll help you get through to connect your bank account in QuickBooks Self-Employed (QBSE).

It may have something to do with your browser's cache. When a browser's loaded with temporary internet files, there's a tendency that it could clog the operation that you're trying to do inside that browser. We can perform basic troubleshooting steps to ensure this isn't about your browser.

To start, you'll want to access your account in an incognito or private browser. You can use these shortcut keys:

• Chrome: Ctrl+Shift+N
• Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N

Once you're in, try to check if your bank shows in the list inside of your company file. If it works and you're able to get through, you can proceed to clear your browser's cache. Refer to this article for the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

You can also use other compatible browsers if the issue persists. Refer to this page to see the list of compatible browsers in QuickBooks Self-Employed: Other browsers.

If the issue persists, you can contact your bank to check for any maintenance updates. You can also request to establish a connection with QuickBooks. If everything is good from your bank's side, ensure to select the correct bank name when connecting the account.

In addition, here's an article for you to learn more about how to import bank transactions into your company file: Manually import transactions into QuickBooks Self-Employed.

I'd also recommend checking this page to learn how you can manage your bank transactions: Manually add transactions in QuickBooks Self-Employed.

I'll be here if you need further assistance linking your bank account to your QuickBooks, @Jackson. It'll be my pleasure to help you out again. Stay safe, and have a nice day!

Hi - 

That didn't work. I got through the whole connection process, clicked on the accounts I wanted to share in the Wells Fargo ecosystem, moved through the process, and then got these two screens - which did not allow me to connect to the accounts and thus did not import any transactions. 

Can you help?

Thanks,

Carter

Here's the second screenshot showing no transactions were added.

Jackson, it's a pleasure to have you back on our Community forum. I'd be happy to offer you the necessary assistance you require to fix your bank connectivity.

Thank you for trying all of the steps suggested by my colleague and providing us with a screenshot. Given that the problem still exists after your troubleshooting efforts, I recommend contacting our QuickBooks Live Support Team. They have the  appropriate tools to investigate your account, initiate a screen-sharing session to help you further, and may create a case for this issue if necessary. 

To contact support:

1. Select the Help (?) icon, then click Contact Us.
2. Type in talk to a human. Hit Continue.
3. Choose which way you want to connect with us: Have us call you or Chat with us.

I've also included the following article for your reference in managing your bank transactions in QuickBooks Self-Employed: Categorize transactions in QuickBooks Self-Employed.

The Community is always available to help you with any QuickBooks-related concerns. We'd be happy to assist at any time. Keep yourself safe!