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adamdurrant92
Level 1

Reconnecting bank never works

 
3 Comments 3
RCV
QuickBooks Team
QuickBooks Team

Reconnecting bank never works

Welcome to the Community. I’m here to help reconnect your bank to QuickBooks Self-Employed (QBSE), adamdurrant92.

 

Before performing some troubleshooting steps, may I know what's your bank provider? Have you encounter an error message? This way, I'll be able to check if there is an ongoing issue or investigation about this one. 

 

In the meantime, let's try connecting your bank account in QBSE using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues.

 

Here's how:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P

 

Then, try to reconnect your bank account again. For the steps and details, check out this article: Reconnect your bank account in QuickBooks Self-Employed.

 

If it works, go back to your regular browser, then clear the cache to delete those temporarily stored files. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use other supported browsers to be thorough.

 

If the same thing happens. I'd suggest contacting our QBSE Customer Support Team. They'll be able to pull up your account in a secure environment and investigate what's causing this issue.  

 

In the meantime, just manually import the transactions from a CSV file. Most banks allow you to download transactions from their website into a CSV format. 

 

Visit our Banking page for more insights about managing your bank transactions. 

 

That should take you in the right direction today. I'm just one click away if you need a hand with categorizing transactions in QBSE. Assistance is just a post away. Take care always.

adamdurrant92
Level 1

Reconnecting bank never works

Looks like you've had to copy and paste that to a lot of people with the same issue.

 

i've tried your troubleshooting on numerous occasions, multiple devices, browsers and it simply doesn't work.

 

Your code is crap - the only way I can get around this is to tether to my phone via 4g which is ridiculous.

Adrian_A
Moderator

Reconnecting bank never works

Hello adamdurrant92,

 

Can you tell me the name of your bank? So, I can check on my end for any issues with your regard to your bank.

 

I'll be keeping an eye on your response. Stay safe!

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