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train2at
Level 1

Why is quickbooks self employed dropping my credit card from my bank accounts? I have deleted and re-entered my accounts three times and it keeps dropping the CC.

 
3 Comments 3
GlinetteC
Moderator

Why is quickbooks self employed dropping my credit card from my bank accounts? I have deleted and re-entered my accounts three times and it keeps dropping the CC.

Thanks for reaching out to the Community, train2at.

 

I'm here to help you figure out why you can' connect your bank in QuickBooks Online.
 

Are you receiving a specific error message when connecting your CC? And, Can you let me know the name of your bank? This information will help me determine if other users are having the same issue.

 

In the meantime, you'll want to check with your financial institution if they undergo system maintenance. Or, try signing into your QuickBooks Self-Employed (QBSE) using a private browser (incognito). This will help us check if this is a browser-related issue.

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

If you can connect your bank successfully, return to your default browser and clear its cache to refresh the system. Otherwise, use another supported browser as an alternative.

 

Reach out to me if you need anything else, I’ll be sure to get back to you. Have a wonderful day!

train2at
Level 1

Why is quickbooks self employed dropping my credit card from my bank accounts? I have deleted and re-entered my accounts three times and it keeps dropping the CC.

There is no error message that I'm seeing, it has just dropped the credit card account off the connected accounts.  The two savings accounts are still there.  When I delete everything and try to reconnect, the CC account shows up and I try to connect all three accounts.  When it finishes, the CC account isn't there, but the two savings accounts are.  

 

I tried reconnecting/adding a new account in an incognito window and when I put in the bank acct info, it doesn't show the CC account there either.  I'm at a loss, but this is incredibly frustrating to be happening right at tax time.  This is has been happening over the course of a week.  I purposely waited to see if it maybe it would work itself out, but it's still a problem a week later.  

 

My bank is Cyprus Credit Union. 

AileneA
Moderator

Why is quickbooks self employed dropping my credit card from my bank accounts? I have deleted and re-entered my accounts three times and it keeps dropping the CC.

Hello, train2at. 

 

We haven't received quires from other customers, like you, whose having issues with Banking in QuickBooks Self Employed. With this, I suggest contacting our QuickBooks Support so that they can pull up your account in a safe environment and help you further with the issue you've encountered.  

 

 

Here's how: 

 

  1. Select Assistant from the top bar. 
  2. Enter your questions. 
  3. Then choose your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.  

 

You can also check out our support hours to ensure that we address your concerns on time.   

 

Once everything fixed, do you need help categorizing your transactions? Check out this article for the guide: Categorize transactions in QuickBooks Self-Employed.  

 

Please let me know if there's anything else I can do for you. I'm here to offer help regarding your QuickBooks Self-Employed account. Take care! 

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