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July 13, 2021
Question

I had to change my bank login and now quickbooks isnt connected. How do I reconnect to my bank ?

  • July 13, 2021
  • 1 reply
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1 reply

July 13, 2021

Thanks for visiting the Community, @pricedrightlawn-.

 

It's my pleasure to help reconnect your bank account to QuickBooks Self-Employed. 

 

Before diving in, may I know the specific bank you're trying to connect to in QuickBooks? Or did you encounter an error message? So I'll be able to check in the system if there is an ongoing system enhancement on our end.  

 

In the meantime, let's try reconnecting your account using a private browser to help us determine if this is a browser-related issue. To open access QuickBooks using a private browser, you may use either of these shortcut keys: 

  • Ctrl + Shift + P (Firefox)
  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)

If you're able to connect your bank account using a private browser, you may need to clear the cache of the regular browser you're using. Clearing the cache or cookies is the best way to get a clean slate for your browser.  Alternatively, you can use other compatible browsers. It could be that the one you're currently working on has a temporary issue with QuickBooks. 

 

However, if these steps don’t work, use a CSV file to bring the data into QBSE. Check out this article for detailed instructions: Manually import transactions. 

 

If the same thing happens. I'd suggest contacting our Customer Support Team. They'll be able to pull up your account in a secure environment and investigate what's causing this issue. 


For additional resources, these articles provide an overview of how to classify entries: 

Keep me posted if you need help with QBSE. I'll be around to help. Enjoy the rest of the day.