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pc57
Level 1

Bank won't connect

 
Solved
Best answer August 27, 2020

Best Answers
DivinaMercy_N
QuickBooks Team

Bank won't connect

Hi there, @pc57.

 

May I know what is the name of your bank? Or did you encounter an error message when attempting to connect your bank in QuickBooks Self-Employed (QBSE)? This way, I can make sure that we are on the same page so I can provide an accurate solution to resolve your problem. 

 

In the meantime, let's open your account using a private window to determine if this is a browser-related issue. To do so, access QuickBooks Self-Employed using the private mode, you may refer to these shortcut keys: 

 

Google Chrome: Hold Ctrl + Shift + N 

Safari: Press Command + Shift + N

Microsoft Edge or Mozilla Firefox: Hit Ctrl + Shift + P 

 

Once signed in, connect your bank to QBSE. 


If you're able to connect your bank account, please go back to your regular browser and clear the cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. If it does not work, you can use other compatible browsers. It could be that the one you're currently using has a temporary issue with QuickBooks.

 

Also, you can manually import your bank transactions into QBSE using the CSV file. For the detailed steps, please visit this link: Manually import transactions

 

Additionally, to guide you in categorizing your transactions in QBSE, please see this article: Categorize transactions. From here, you'll also learn how to create category rules and edit or recategorize transactions. 

 

Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day. 

View solution in original post

1 Comment
DivinaMercy_N
QuickBooks Team

Bank won't connect

Hi there, @pc57.

 

May I know what is the name of your bank? Or did you encounter an error message when attempting to connect your bank in QuickBooks Self-Employed (QBSE)? This way, I can make sure that we are on the same page so I can provide an accurate solution to resolve your problem. 

 

In the meantime, let's open your account using a private window to determine if this is a browser-related issue. To do so, access QuickBooks Self-Employed using the private mode, you may refer to these shortcut keys: 

 

Google Chrome: Hold Ctrl + Shift + N 

Safari: Press Command + Shift + N

Microsoft Edge or Mozilla Firefox: Hit Ctrl + Shift + P 

 

Once signed in, connect your bank to QBSE. 


If you're able to connect your bank account, please go back to your regular browser and clear the cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. If it does not work, you can use other compatible browsers. It could be that the one you're currently using has a temporary issue with QuickBooks.

 

Also, you can manually import your bank transactions into QBSE using the CSV file. For the detailed steps, please visit this link: Manually import transactions

 

Additionally, to guide you in categorizing your transactions in QBSE, please see this article: Categorize transactions. From here, you'll also learn how to create category rules and edit or recategorize transactions. 

 

Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day. 

View solution in original post

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