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1 reply

RenjolynC
Level 9
April 4, 2021

Hello, soniahannay-gmai.

 

When you're unable to connect your bank, please make sure to check the following:

 

  • Open a new tab and log in to your bank's website to see if you can get in without any errors.
  • Check if your account is active. An account is considered active if there’s an existing balance, or if there were transactions in the past 12 months.
  • If you’re supposed to have an active account, but still unable to log in to your bank’s website, contact them directly.
  • Look for missed prompts that need your confirmation (ex. terms and conditions).
  • Acknowledge the prompt, then go back to your QuickBooks Self-Employed account and connect your bank again.

Here's an article for the step by step instructions: Connect bank and credit card accounts to QuickBooks Self-Employed

 

For the time being, you have the option to manually import your bank transactions by following the steps here: Add older transactions to QuickBooks Self-Employed.

 

Once you're able to connect the account, you may encounter duplicate transactions. What you can do is exclude them.

 

Here's how:

 

  1. On the left panel, click Transactions.
  2. Put a check mark on the duplicate transactions and select the Exclude icon.
  3. Click Apply.

I have this sample screenshot for a visual guide:

 

 

Please keep me updated on how it goes. I'll be around to help you out again. Thanks.