My bank account won't connect can't get hold of anyone to help

Hi there, lisayore-yahoo-c.

I know how important for your business to have your account connected to the bank feeds. This lets you automatically fetch the latest transactions and categorize them easily in your company.

We’ll have to perform a manual update to refresh the connection between QuickBooks Self-Employed (QBSE) and your Financial Institution. I’ll help make sure you can do this with just a few clicks.

Before we proceed, may I know the name of your bank? Also, did you encounter any errors? Any details you can share will help determine if we have a reported issue.

In the meantime, let’s log in to your company and perform the troubleshooting steps from there. Here’s how:

1. In your company, tap the Gear icon in the upper right and select Bank accounts under Transactions.
2. This will take you to a page that lists all banks or credit cards connected to the bank feeds.
3. Navigate to the Connect another account section and press the Refresh all button.

Once done, you can start downloading the entries. For additional reference, the following write-up provides detailed information about classifying transactions from your bank or manually entered into the program: Categorise transactions in QuickBooks Self-Employed.

Also, this link contains resources on how to handle your banking information and reconciling accounts: QBSE self-help articles. Make sure to select the topic to see the complete details.

Keep in touch if you still have questions about managing your bank feeds and downloaded data. I’m more than happy to answer them for you. Have a good one.