I recognize the urgency of having your account connected to your online banking. I've come to help you rectify your banking connection and get transactions from them to your QuickBooks Self-Employed account.
Beforehand, may I know what specific error you've encountered when working with your banking connection with Co-op Personal Bank? Are you having issues downloading your transactions? You can also share screenshots to help us identify this behavior and can further provide a permanent resolution to get this resolved. Don't worry, I'll also take note of this to help improve your experience with the bank connectivity.
In the meantime, you can manually upload your bank transactions to your self-employed account as an alternative. To do this, you'll need to download the entries from your bank's website in a CSV file format. Then, when you're ready to import these transactions, you can refer to the steps below:
- Open QuickBooks Self-Employed in a web browser and select Settings.
- Click Imports and select Import older transactions for the account you want to add transactions.
- Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
- Select the file and select Open to start the import.
- Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
- Select Continue to complete the import.
Once everything is fine, you can categorise your bank transactions to ensure they are assigned to the correct accounts.
We'll be right here to back you up if you have additional questions about bank connectivity. Please don't hesitate to leave them in the comments below. Keep safe.
