I'm here to help you with reconnecting your bank account to QuickBooks Self-Employed (QBSE), @maags1950-gmail-.
Before we start, may I know the specific bank you're trying to reconnect to QBSE? This way, I'll be able to check if there's an ongoing investigation on our end.
Most of the time, bank connection issues happen when the bank is performing system maintenance or there are notifications from their website that need your attention. To isolate the issue, you can start by logging into your bank's website to review some alerts. From there, follow these steps:
- Review your account page for messages, notifications, or alerts.
- Check your bank’s website for any announcements.
- Perform the needed action (if there's any).
- Go back to QuickBooks, then connect your account.
You can also reconnect your account using a private browser to help us determine if this is a browser-related issue. You can use these keyboard shortcuts to save you time:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
If you want to reach out to our QuickBooks Self-Employed Support, you perform the steps through an incognito window to avoid getting blank responses.
If everything works fine, I recommend clearing your regular browser's cache. It is the best way to get a clean slate for your browser. You can also use another supported and up to date browser to narrow down the result.
For more tips about reconnecting an account to QBSE, you can open these links:
When your account is reconnected, the system will automatically download your bank transactions for you. From the Transactions tab, you need to review or categorise your bank entries. I'm adding this article as your guide: Categorise transactions in QuickBooks Self-Employed.
Please let me know how else I can help you with reconnecting your bank account. I'm more than happy to provide additional assistance. Keep safe!
