Hello, Polymorph.
I appreciate the time getting back here and doing the basic steps to resolve the First Direct issue. I have something that we can try so you can update the login flow of the bank connection.
Just to add to Emma and Georgia's replies, the investigation (INV-43299) is already fixed. The browser might still be using that old banking connection data, which is why it still prompts you to enter those security details. You'll want to confirm this using an incognito browser first:
- Google Chrome: Ctrl + Shift + N
- Internet Explorer: Ctrl + Shift + P
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
Log in to your QuickBooks Self-Employed account from there. Then, check to see if you have the option to upgrade. When you do, go back to your regular browser and clear its cache. Close and reopen it after doing the process. Alternatively, you can use another supported browser.
If you're also having trouble downloading your transactions, you can import them manually in the meantime.
When you're ready, you can start categorising your transactions.
I'm still open for any follow-ups regarding the Online Banking feature. You can also add other concerns about QuickBooks Self-Employed.
