How do I get the transactions, I have logged into my bank a million times and it just restarts, or has an error, or it works but then stops after creating rules, crazy

I hear your sentiments, @dtinger.

We'd want to help you achieve your goal, but I just need some more information to help me get on the same page. Would you mind telling me more about it? Like, what is the name of your bank? What are the errors have you encountered along the process?

This way, I can check on our end if there are the same reported issues. Thus, I can provide you with an accurate resolution.

I appreciate any details you can provide. I’m looking forward to your reply. Have a great rest of the day.

Navy Federal. I've already explained most of the errors, but the first few can be solved by clearing the cookies and cache, the main problem is even when it finally "works" I go through the categorization and rule creation for a few of the transactions then when it goes to the main page it clears and starts over like there was never any information and asks to connect a bank again.

I appreciate what you've done so far on your end, @dtinger. Let me route you to the appropriate support. 

Given all the work you've done on your end, I recommend contacting our Customer Support Team, for they have the best tools and will investigate your concern. 

Here's how:

1. Go to your QBSE account, select Help (?), and click Contact Us.
2. If you’re using the QBSE app, hit the + button and select Ask QB Assistant.
3. Type “talk to a human” and click on Continue.
4. Click your preferred way to connect with us.

• Have us call you - Get a call from a support expert.
• Chat with us - Start a conversation with a support expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT for Plus, Essentials, and Simple Start users. Advanced users can contact us anytime and any day.

Additionally, I've added this article for you to check and learn how to categorize the transactions you download from your bank or enter into QuickBooks: Categorize transactions in QuickBooks Self-Employed.

Please know that the Community is here to cater your concerns if you need additional assistance managing your bank feeds. Keep safe.