I want to ensure you'll be able to connect your bank account to QuickBooks Self-Employed (QBSE) seamlessly, @aimee-es-aol-com.
Do you mind sharing the name of your bank? This way, I can check if there's an ongoing investigation related to your concern.
In most cases, bank connection issues happen when:
The bank is performing system maintenance.
There are notifications from their website that need your attention.
To isolate this, you can start by logging into your bank's website to review if there are alerts that need your attention. Once signed in, perform the following steps:
Review your account page for messages, notifications, or alerts.
Check your bank’s website for any announcements.
Perform the needed action (if there's any).
Go back to QuickBooks, then connect your account.
You can also connect your account using a private window. This way, we can determine if this a browser-related issue. Here are the keyboard shortcuts:
Google Chrome: press Ctrl + Shift + N
Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
Once resolved, let's go to the Transactions tab and categorize the transactions to ensure your financial records are correct. To learn more about this process, visit this article: Categorizing Transactions.
Be sure to keep in touch by leaving a comment below. We want to ensure this matter gets resolved. Have a good one
Hope you’re doing great. I wanted to see how everything is going about the bank connection you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.
Looking forward to your reply. Have a pleasant day ahead!
Let's ensure that you connected to the correct link, Shane616.
You can try connecting your bank account using a website instead of using the app. If you connected the bank through the website and you still get the same message, you'll want to reach out to the bank and verify how they manage their bank transactions.
You'll want to check out these links that will help you handle your bank feeds if you're using QuickBooks Self-Employed or QuickBooks Online: