Skip to main content
October 7, 2020
Question

Struggling to reconnect to my bank

  • October 7, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

October 7, 2020

Hello there, andie_carney.

 

I'd like to verify what bank you're trying to reconnect and did you get an error message so I can review our system if there are issues related to it. This way, I'll be able to walk you through the correct steps. 

 

It can be that stored cache files within your regular browser caused the unexpected behavior. We can verify that logging in to QuickBooks Self-Employed using a private browser (incognito). You can use the keyboard shortcuts below:

 

Then, try reconnecting your account from there. I'll show you how:

  1. Select the gear icon and then select Bank accounts.
  2. In the search box, enter the name or the bank's URL. Then select Continue
  3. If you've connected an account before, select Connect another.
  4. Enter the sign-in info you use for your bank's website.
  5. Select Connect securely.

 If you're able to connect without any errors, you can switch back to the main browser and clear the cache. You might also want to use other browsers to connect to your account. 

 

You can check out these references for more details:

Let me know if there's anything else that you need help with. Take care and have a great day!