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mrtdg-ep
Level 2

Self-Employed not accepting payments. Says lost connection with the bank but shows current balances.

I have my chase bank account connected and Quickbooks shows my balances but at the same time it has a box telling me "Looks like we no longer have access to your accounts. Let's make sure your bank is connected to QuickBooks." I have hit the update now multiple times and Chase assures me it is connected but QuickBooks seems unable to see it.

1 Comment 1
GebelAlainaM
QuickBooks Team

Self-Employed not accepting payments. Says lost connection with the bank but shows current balances.

I appreciate what you've done so far, @mrtdg-ep. Could you please clarify what you mean by QuickBooks Self-Employed (QBSE) not accepting payments? This will allow me to provide a more accurate answer to your query.

On the other hand, if you're referring to payments not downloading in your QBSE, I suggest refreshing your accounts.

Here's how:
 

  1. Go to the Gear icon.
  2. Select Manage account.
  3. Click the Refresh all radio button multiple times to update your banks.

If the issue persists, I recommend reaching out to our Technical Support Team. They have the necessary tools to securely check your account setup via screen-sharing sessions and provide solutions quickly.

Here's how:

 

  1. In your QBSE account, click the Help icon.
  2. Select Contact Us.
  3. Enter the question or topic you need help with.
  4. Click Continue.
  5. Choose a way to connect with us:

 

  • Start a chat with a support expert.
  • Get a callback from the next available expert.

You can also visit this article for the support hours schedule: Get help with QuickBooks products and services.

I've also attached this article for future reference on categorizing your transactions to ensure the accuracy of your books: Categorize transactions in QuickBooks Self-Employed.
 

Keep me posted for any clarification or additional information on managing your bank and payments in QBSE. I'm always here to help you.

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