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er14
November 23, 2023
Question

Reauthorisation of bank account

  • November 23, 2023
  • 1 reply
  • 9 views

I've tried reauthorising my bank account about 4 times now and always the same - something unexpected happened please try later. 

Help please

1 reply

K
Kevin_CModerator
Moderator
November 23, 2023

Welcome to the QuickBooks Community, er14. I appreciate you for letting us know about the error message you encountered. I'm here to share some troubleshooting steps to fix the issue you're having with reauthorising your bank account to QuickBooks Self-Employed (QBSE).

 

Beforehand, can you please share the name of your bank provider? This way, we can better check if there are any related issues with reauthorising your bank.

 

Furthermore, there are a few reasons why you're getting banking errors in your account. Among these are:

 

  • The bank recently made some changes to their security feature or connection.
  • Log-in credentials set up in QBSE don't match with the online banking login.
  • QBSE is unable to connect to your bank's website.

 

For now, let's perform a few browser troubleshooting solutions to solve this unusual behavior in QBSE. We can start by logging into your account through a private/incognito window. Private browsing prevents cookies from being stored on your computer, making it a great place to identify browser issues. To save you time, use either of these keyboard shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once you're in incognito mode, try to reauthorise your bank account. If the issue persists, I suggest using other supported browsers to rule out the possibility of a browser-related issue.

 

However, I recommend contacting our Technical Support Team if the problem continues after performing the steps above. They're equipped with the tools to perform a screen-sharing session to investigate this behavior further.

 

Moreover, you'll want to create rules to speed up reviews and help categorise your online transactions quickly.

 

I'm always around and ready to assist if you have more questions about reauthorising your bank account in QBSE. Just let me know in the comments below. Stay safe!

E
er14Author
November 23, 2023

My bank is first direct.

I've tried now twice on different browsers and incognito and now have a different problems as when it comes to the sign in to your bank page and I click on sign in - nothing happens??

E
Ethel_AQuickBooks Team
QuickBooks Team
November 23, 2023

Thank you for getting back to us, @er14.

 

I appreciate you trying to resolve the issue of the reauthorization of your bank account to QuickBooks Self-Employed.

 

Since, after trying different browsers, you still have an issue when signing in, I recommend contacting your bank. This way, they can help you with the reauthorization process.

 

I'm adding this article to help you upload bank transactions manually in QuickBooks Self-Employed: Manually upload transactions into QuickBooks Online.


For future reference, you can also check this article to help you export transactions and get reports in QuickBooks Self-Employed: Export transactions and get reports in QuickBooks Self-Employed.


Don't hesitate to click the Reply button below if you have questions about reauthorizing bank accounts in QuickBooks Self-Employed. I'm always here to help. Have a great day.

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