I'd be glad to share some insights on how you can flawlessly access your bank in your QuickBooks Self-Employed, @westendcarving.
In addition to Fiat Lux - ASIA, you'll want to ensure you have a stable internet connection. Unstable links lead to latency issues and affect the bond between your bank and QBSE account.
Furthermore, you might also want to contact your bank and verify any updates on their end. Any changes made from them can also affect the connection between your bank and QBSE.
In addition, stored cache data from your browser can also influence the performance of your account. To verify this, you'll want to access your QBSE in a private or incognito window as this doesn't save any cache files. You can use refer to these keyboard shortcuts depending on the browser you're using.
- Press keys: Ctrl + Shift + N (Google Chrome browser)
- Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browsers)
- Press keys: Command + Shift + N (Safari browser)
If your bank doesn't freeze anymore while using a private window, I propose clearing your regular browser's cache to refresh the system. If the issue remains, I recommend using other supported browsers. This way, we can check if this is a browser-integrated issue.
Once everything is all set, you'll want to categorize your transaction to track it accurately. You can utilize this link for guidance: Categorize transactions in QuickBooks Self-Employed.
In case you need more help with your bank connectivity or anything with your QBSE account? You can always add them in your reply and I'll take care of it for you. Keep safe and have a great weekend ahead!
