Trouble linking a new bank account. Quickbooks found the bank, but it won't let me sign in.
My bank's name, web address and sign-in widget appear correctly in Quickbooks, however when I enter my credentials I get error messages. I've verified that I'm entering the correct log-in info but still no luck.
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.
Sign in to your bank's website.
Follow the instructions to download your transactions as a CSV file.
Once downloaded, login to your QBSE account and go to the Gear icon.
Click Import and select the account you want to add the transactions into.
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.