KayePe
QuickBooks Team

Banking

We acknowledge your efforts in attempting troubleshooting steps to restore the bank connection, @Bhanem. Let me route you to the support that can help you with this.


It appears that the issue persists despite your attempts to address it. To conduct a thorough investigation into this matter, I strongly recommend reaching out to our QuickBooks Self-Employed (QBSE) support team. They will thoroughly examine the issue and provide you with appropriate steps for a resolution. You can contact us using the following steps:
 

  1. In your QuickBooks, go to Help and choose Contact Us.
  2. Tap "Talk to a human" and hit Continue.
  3. Decide a way on how to connect to the team:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.

 

 

Furthermore, I recommend familiarizing yourself with the process of obtaining transactions before linking your accounts. For detailed guidance, please refer to the following resource: Add older transactions to QuickBooks Self-Employed.


Remember that we are here to provide you with further assistance on bank transaction concerns or any other QuickBooks-related inquiries. Feel free to reach out by clicking the Reply button below.