cancel
Showing results for 
Search instead for 
Did you mean: 
ethanorourke-co-
Level 1

Why is my bank not connecting all my accounts? My personal educators account only did two accounts which aren't accounts that I need to show where some of the income went

 
1 Comment 1
CharleneMaeF
QuickBooks Team

Why is my bank not connecting all my accounts? My personal educators account only did two accounts which aren't accounts that I need to show where some of the income went

My main goal is to ensure you can connect all your bank accounts to QuickBooks Self-Employed (QBSE), Ethan. Let's work together to ensure this gets sorted out.

 

When connecting your financial institution to QBSE, the system will let you decide which account to link if you have multiple accounts. For visual reference, I've added a screenshot below:

 

Capture.PNG

 

Since some of your accounts aren't connecting, I recommend ensuring all the banks are turned on. I'll show you how:

 

  1. Go to the Gear icon and select Connect bank.
  2. Find the account.
  3. Check if all accounts are enabled.
  4. If not, toggle the button to turn off the account.
    1.PNG

 

Then, manually refresh the connection to ensure the accounts are connected. To do so, click Refresh all on the Bank accounts page. You can check the screenshot below for reference:

 
2.PNG

 

If the accounts aren't showing, I recommend reaching out to your bank to determine why you're unable to connect all of them and ensure this gets sorted out.

 

In the meantime, you can manually upload your bank transactions in the QBSE. Then, categorize them to ensure you put your transactions on the correct line of your Schedule C.

 

Finally, I've added this article to help speed up reviews when categorizing recent and past transactions: Create rules in QuickBooks Self-Employed.

 

You can always get back on this thread if you have additional questions or concerns about connecting accounts and categorizing transactions in QBSE. I'm here to help you some more. 

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us