Bank connection issue latest

Making sure you're able to connect your bank account is my priority, @KrisSmith.

Let me guide you in performing some troubleshooting steps to ensure that you're able to connect your Union Bank account with QuickBooks.

First, may I ask for the name of the bank that is not updating? This is for me narrow down the investigation on its root cause.

Meanwhile, here are the possible reasons why you're unable to connect your bank:

• The bank is performing system maintenance. 
• There are notifications from their website that need your attention.

To isolate the issue, you can start by accessing your bank's website to review if there are alerts that need your attention.  Review your posted transactions and check for any connectivity error notifications.

Once completed, let's access your QuickBooks Self-Employed account and try to connect the bank again. This time, ensure you have entered the correct URL. Here's how:

1. Go to your bank's website and copy the URL.
2. In your QBSE account, click the Gear icon, and then Banking accounts.
3. Paste the URL in the Connect another bank or credit card box.
4. Enter your bank's credentials.
5. Click the Connect securely button.

Also, make sure that you enter the correct login credentials. For the detailed steps, you can check these links on how to connect and categorizing the transactions:

• Connect bank and credit card accounts to QuickBooks Self-Employed
• About SA103F Categories

Loop us in here if you have other questions or concerns. I'll be here to ensure your success. Have a great day ahead.