Unable to connect to bank account

Hello there, laura-chudley-ho.

I've got ways on how you can connect your bank account in QuickBooks Self-Employed.

As long as your account is supported in our program, you can link it by following these steps. Before that, make sure to validate the credentials first on your financial institution’s website.

1. Click the Gear icon at the top. 
2. Choose Bank accounts. 
3. Enter your financial institution’s URL or name on the search box and see the results.
4. Hit Continue. 
5. Enter the sign-in info you use for your bank's website.
6. Select Connect securely.
   

If the credential entered correctly and you still encountered an issue, it may be caused by too much cache. We can open your account using an incognito window. It's the best spot to identify browser issues. 
 

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If you're able to connect the bank account, go back to the regular browser, then clear the cache to refresh it. Another way is to use other compatible browsers in QuickBooks such as Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari 11 or newer (Mac only).

You may want to check about categorising transactions in QuickBooks Self-Employed: Edit, Categorise or Recategorise a transaction. 

If you're still facing issues or getting some errors, you can include the name of the bank account in your next post. Any additional information will get us closer to the resolution. I'll be around to help. Take care always.