JessT
Moderator

Banking

Let’s figure out why you’re having trouble reconnecting your bank account, Pauline.

 

Could you please provide the name of your bank, so I can check if there are any reported issues on our end. You can also check your bank’s website to see if they’re doing any maintenance or making changes that might be causing connection problems. If everything looks fine, please reach out to our QBSE Support team so they can investigate further.

 

  1. Go to Help in the upper right-hand corner.
  2. Click Contact Us at the bottom.
  3. Type in something like "cannot reconnect [bank_name], getting a message: something unexpected happened."
  4. Click Continue and choose Chat. Their office hours are also shown here.

 

While working on the reconnection, you can download your bank transactions in CSV format and upload them to QuickBooks Self-Employed to keep your books up to date. Here’s an article to guide you through the process: Add older bank transactions to QuickBooks Self-Employed.

 

Please let me know what you find out so I can help you further.