Can i connect my HSA account? I tried this twice and though it said it would connect, it is not showing under accounts

Hi there, jasmins. 

Thank you for reaching out to the Community. QuickBooks Self-Employed has the capability to connect with multiple financial institutions, such as HSA Bank. However, there may be instances where HSA Bank is not showing under the accounts option while attempting to connect it with QuickBooks Self-Employed. There could be a few reasons behind this, and here are some possibilities:

1. Connectivity Issues: Sometimes, connectivity issues can prevent certain financial institutions from being displayed during the connection process. This can be due to temporary technical glitches, QuickBooks, or HSA Bank side maintenance. Encourage your customer to try reconnecting later to see if the issue resolves itself.
2. Account Setup: It's essential to ensure that you have set up the HSA Bank account correctly and that it is active and accessible. Any issues with the account itself could prevent it from being displayed in QuickBooks Self-Employed.

To address these concerns, I recommend the following steps:

1. Troubleshoot Connectivity: Try connecting the HSA Bank account again after some time. If the issue persists, access QuickBooks Self-Employed using an Incognito/Private browser. Sometimes, issues can be specific to a particular browser, so switching to an alternative one can help determine if the problem lies with the browser itself. (Google Chrome: Ctrl + Shift + N, Safari 11 or newer: ⌘ + Shift + N, Mozilla Firefox: Ctrl + Shift + P, Microsoft Edge: Ctrl + Shift + P)
2. Clear your browser cache and cookies: This helps refresh your browser and remove any temporary data causing conflicts. Instructions for clearing cache and cookies can vary depending on your browser, but you can typically find these options in the browser's settings or preferences menu.
3. Verify Account Setup: Ensure that your HSA Bank account has been correctly set up and is active and accessible. If unsure, you can contact HSA Bank directly for any necessary assistance.

Once everything is set, your next step is to categorize and match the transactions in QuickBooks. This involves reviewing each transaction imported from your HSA Bank account into QuickBooks Self-Employed and ensuring it is correctly categorized according to the type of expense or income it represents. These steps are crucial for maintaining accurate financial records and can help maximize your deductions during tax time. 

If you have any further questions or concerns, please do not hesitate to contact us again in the Community. We are always here to assist you in any way we can. Have a great day.