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stevemsylvester-
Level 1

CAN ANYONE HELP ME CONNECT MY ACCOUNT TO MY WEBSITE? BECAUSE INTUIT HAS NO CUSTOMER SERVICE REPS TO HELP CUSTOMERS.

CONNECT ACCOUNT TO WEBSITE???
2 Comments 2
SarahannC
Moderator

CAN ANYONE HELP ME CONNECT MY ACCOUNT TO MY WEBSITE? BECAUSE INTUIT HAS NO CUSTOMER SERVICE REPS TO HELP CUSTOMERS.

Hi there, @stevemsylvester.  I'm here to assist you.

 

If the account has been connected before and now it's not bringing new transactions, you can update the connection between your bank account and QuickBooks Self-Employed. Here's how:

 

  1. Go to the Gear icon.
  2. Click Bank accounts.
  3. Then, select Refresh all

 

On the other hand, if you're trying to connect your account for the first time, you can follow the steps below to link your account to your QBSE account. Make sure the bank is supported by QuickBooks. Here's how to do it:

 

  1. Go to the Settings ⚙ icon.
  2. Select Bank accounts.
  3. Select Connect another account.
  4. In the search box, enter the name of the bank and account type.
  5. Follow the on-screen instructions to connect your account. 

 

Once completing the process, QuickBooks Self-Employed will automatically download your recent bank transactions.

 

When contacting our support team, make sure you'll get in touch with them during working hours. This ensures you'll get the support you need from your customer service through phone. 

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If you're using a mobile device, here's how to get the contact information.

 

  1. On your phone, tap the + (Plus) button on the dashboard and choose the Ask QB Assistant menu.
  2. Enter the issue in the field box.

 

On the web browser:

 

  1. Tap the Assistant icon in the upper right to open the QB Assistant window.
  2. Scroll down to enter the issue/topic.
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Here are some articles about handling transactions in QBSE:

 

 

Let me know if you're referring to something else. Also, let me know if you have any other concerns managing your bank feeds. I’ll be around to help. Take care and keep safe!

Fiat Lux - ASIA
Level 15

CAN ANYONE HELP ME CONNECT MY ACCOUNT TO MY WEBSITE? BECAUSE INTUIT HAS NO CUSTOMER SERVICE REPS TO HELP CUSTOMERS.

@stevemsylvester- 

Why do you need to connect your website to your QBSE account? Do you have a webstore?

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