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June 7, 2025
Question

I am able to connect my bank account but when I select the use for account ( business, personal, or mixed) it won’t let me save. Please help

  • June 7, 2025
  • 1 reply
  • 5 views
No text available

1 reply

QuickBooks Team
June 7, 2025

Welcome to the Community space, @mgbr3526. Let's get to the bottom of this.

 

First, have you encountered any error messages? If so, please share the details. Any additional information you provide would be greatly appreciated.

 

In the meantime, we can perform some troubleshooting steps to determine if this is a browser-related issue.

 

Start by clearing the cache and Intuit-specific cookies in your regular browser. This can help eliminate accumulated data that can cause unusual behavior with web-based programs. Alternatively, consider using a different supported browser or device, as there could be a temporary problem with your current browser.

 

Next, select the intended use for your account again. After that, you can categorize your transactions to ensure that expenses and income are recorded in the appropriate accounts.

 

Let us know if you have additional questions by clicking the Reply button below.