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Join nowGreetings, @bfleming2.
I'd be more than happy to help you link your bank account to your QuickBooks Self-Employed (QBSE). Can you share with us what bank are you trying to connect with? This way, I'll be able to check here on my end if there are any related issues. Additional details are appreciated.
In the meantime, you'll want to upload your bank transaction to your QBSE account. I'd be glad to guide you how.
Here's an article you can read for more details: Add older transactions to QuickBooks Self-Employed.
Once done, you can now categorize your transactions. You can check this article for the detailed steps: Create rules to speed up reviews in QuickBooks Self-Employed.
You can always get back to us whenever you have other concerns. We're always around to help. Stay safe!
Thanks, I'll try that manual upload.
I'm trying to connect with Aspiration Bank.
Hi,bfleming2.
I'm here to help you figure this out and connect your bank to your QuickBooks Self-Employed account.
So far, we haven't received similar issues reported. As an initial step, let's verify if you can log in to your bank's website through the URL that it has provided for online banking. Make sure you're using the same URL in QuickBooks Self-Employed.
Let's try to connect your account using the bank's URL:
If you still can't connect your account, I'd suggest getting in touch with our QuickBooks Self-Employed Support to have this investigated.
I'm leaving you some recommended articles to help you import your transactions manually as well as categorizing them:
I've got your back if there's anything else I can help with online banking or anything in QuickBooks Self-Employed. Keep safe!
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