Why won't my bank account connect with Quickbooks?

Hello, @deanslistwoodwor. I'll provide an alternative method to help you in linking your bank account with QuickBooks.

To determine why you're unable to link your bank account, could you please provide the name of your bank and describe the error message you see when attempting to connect your bank account? Any information will help.

In the meantime, you can use the incognito mode to link your bank. If it doesn't work, use an alternative browser or device. 

After your bank transactions have been recorded, it's important to categorize them to ensure that they appear in the right category on your Schedule C.

Fee free to share any additional questions or concerns you have about connecting your bank account to QuickBooks. We'll keep an eye on your feedback regarding the bank name and any error messages your receive while linking your bank account. Have a good one

My bank account is through Novo. I do not get any error messages, after I finish the steps to connect the account Quickbooks acts like it connects but doesn't actually pull anything into the Transactions ledger. I can log out and back in and nothing new is there. The Connect Account button is still active and it acts like it does not connect. I've tried in Chrome and Edge and both in InPrivate and Incognito and both get the same result, nothing new pulls in.

Thanks for getting back to us, @deanslistwoodwor.

I appreciate you using the alternative method to link your bank account to QuickBooks Online (QBO). Since there's no error messages and QBO depends on the information provided by your bank, I suggest checking your bank website to verify if there are alerts or notifications. 

If you don't find any, I'd recommend reaching out to your financial institution for further assistance. In the meantime, you can manually upload your bank transactions to QBO. 
 

I'm also adding these articles to provide comprehensive instructions on the next process after you've successfully uploaded transactions in QBO:
 

• Categorize online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.
   

Please let me know if you need further assistance in uploading your bank transactions to QBO. It's always my pleasure to help. Have a good one.

Thanks for the reply. I started with my financial institution when this problem first started occurring. I have not had any use of Quickbooks for about 4 months while trying to get this resolved. My financial institution has said that it is nothing on their end, it has to be something on Quickbooks end. So now I've got both sides blaming the other.

I'm also having difficulty upload CSV files and have a separate thread open on that issue. Manually uploading transactions is not working either.

I can imagine the hurdle you've been through trying to fix this, @deanslistwoodwor. I'm here to ensure you'll get the urgent help you need.

Beforehand, did you encounter any error messages when uploading a CSV file in QuickBooks Self-Employed?

When manually importing a bank transaction into the program, ensure you're using the correct file format accepted by QuickBooks. For more details, you can visit this page. Format CSV files in Excel to get bank transactions into QuickBooks.

If the issue persists even after performing the troubleshooting steps and manually uploading the transactions through CSV, I recommend contacting our Support team to investigate this further. They have all the resources to thoroughly check your account and address this matter. They can also open a ticket if necessary.

1. Go to Help (?) and select Contact Us.
2. Enter “talk to a human”, then select Continue.
3. Select which way you want to connect with us.
   • Have us call you - Get a call from a support expert.
   • Chat with us - Start a conversation with a support expert.
   • Ask the Community - Post your question to the QuickBooks community or browse responses from experts and other customers.

For future reference, let me add this article if you need to enter older transactions from your bank: Add older transactions to QuickBooks Self-Employed.

You're more than welcome to drop by if you have more questions about the bank connection. Let me know and I'll lend a hand again.