QBSE bank account not syncing transactions

Thanks for taking the time to post your question here in the Community, MarkDubya.

I want to make sure you're able to connect to your bank and view up to date transactions in your QuickBooks Self-Employed account.

QuickBooks Self-Employed banking error 0000 is likely a connection issue, possibly caused by outdated bank login credentials, a problem with the bank's website, or a temporary glitch. To fix it, first log in to your bank's website to verify your credentials are correct and that there aren't any alerts or security prompts. If your bank password has recently changed, you can update it in QuickBooks by:

1. Going to Transactions.

2. Select the bank account.

3. Click Edit, and then Edit sign-in info. 

If the problem persists, the next step to try is disconnecting and reconnecting the bank account. You can manually import transactions temporarily by following the steps in this article: Manually import transactions into QuickBooks Self-Employed.
 

Please let me know how things look after giving these steps a try. I'll be here if you have any other questions.

I couldn't find anything about bank accounts under Transactions or or a way to edit login info under Bank Accounts.

However, in the Android app under Settings > Accounts, there was an option to edit login info. After entering my login info, it eventually times out.

If I disconnect / reconnect the account, will that remove all my transactions?

I cannot find what you're talking about on the web. I had a longer reply here, but it disappeared after trying to submit it.

I was able to find the edit login info option in the Android app settings, however it eventually times out.

If I disconnect and reconnect my account, what will happen to my existing transaction data?

Hello there, MarkDubya.

To better understand the issue and ensure that we provide the most effective solution. You mentioned that you had a longer reply that disappeared before submission. If possible, could you please share the details of that reply again, whether it was a specific question or concern you’d like assistance with? Your input will help us address your issue more effectively.

Regarding the edit login info option in the Android app settings that times out, does it reach the bank’s login page before timing out, or does it fail to load earlier? Any additional details you can provide will help us diagnose the problem.

Within the app, pages may automatically time out either when left open for too long or if they fail to load. You can update your app to the latest version to enhance its performance and functionality.

If you disconnect and reconnect your account, your transaction data will stay safe as long as it’s already categorized. However, transactions older than 90 days won’t download automatically from the bank when you reconnect. You can still manually upload those older transactions if needed.


Please let us know if you have any further questions. We’re here to help. 

I didn't realize the first reply was pending, hence the second reply.

I've included a screenshot taken after submitting my login info. It hasn't changed, so really there's no reason to edit it. Both refreshing or editing login info take about 3 - 5 minutes before timing out.

If that is happening, I may not be able to reconnect if I disconnect the account.

Also, why is the Contact Us option not available?

If this continues, I'll need to request a refund for this month's subscription payment.

Thank you for reaching out and for sharing detailed information with an added screenshot, Mark.

I understand how not being able to sync your transactions in QuickBooks Self-Employed (QBSE) and the inability to use the Contact Us option could disrupt your workflow.

Have you already visited your online banking platform to see if there are any alerts about connectivity issues or maintenance? The syncing error you encountered could be due to server maintenance or temporary outages. You might also want to consider contacting them for confirmation.

To troubleshoot the issue within the program, you can use a private window or another supported browser. Accumulated cached data can interfere with syncing. Following these steps will help bypass such issues and ensure optimal compatibility with QBSE.

If the syncing issue persists, you can manually upload your latest bank transactions into QBSE. 

Regarding the Contact Us option, please note that it is no longer available in QBSE. However, you can visit their page and scroll down until you find the Contact US option at the bottom. This allows you to connect with a live expert.

Feel free to reach out if you need further assistance.

Yes, I can login to my credit union account just fine. 

I've been a paying customer since 2018. I can't even remember having an issue at all. This is the first time my accounts have completely stopped syncing.

With so many words, it appears you're telling there is no more support for QBSE, then. Have you tried following your own instructions? The Contact Us button goes to the general page with no option to choosed QBSE.

Please be clear and concise. I have disabilities and have difficulty understanding what your saying--especially when the instructions go nowhere.

At this point I have no idea how to contact Intuit. I guess I'll have to call the sales number on Monday and pester them until they transfer me to someone that can help.