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December 9, 2020
Question

Why is my bank account failing to reconnect?

  • December 9, 2020
  • 1 reply
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1 reply

Rose-A
December 9, 2020

Let me help go over to your account and have it reconnected in QuickBooks Self-Employed, suzieg1007-hotma.

 

Which bank are you trying to reconnect? This way, I can provide the exact resolution.

 

In case you encounter a specific code, you can read through this article for the complete list of possible bank messages and their fix: Open Banking connection errors. It includes errors like 355, 390, 590, and 571 to name a few.

 

Meanwhile, your bank’s connection may be interrupted for any of the following reasons:

 

  • If there is a minor or major update in your bank information such as the bank account number.
  • Update in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

In the meantime, let's perform a few manual updates to refresh the connection between your bank and QuickBooks Self-Employed. Here's how:

 

  1. Click the Gear icon.
  2. Choose Bank accounts.
  3. Click Refresh All button.
  4. You can do this 2 or 3 times.

Once reconnected, you'll have to review and organise your income and expense transactions. This way, you're able to put them on the correct line of your tax form. You can refer to this article for the detailed steps: Categorise transactions in QuickBooks Self-Employed. It also contains instructions about editing or recategorising a transaction.

 

Alternatively, you'll want to upload your bank transactions manually. You can check this write-up for a guide: Manually import transactions into QuickBooks Self-Employed.

 

Please let me know how it goes. You can drop your comment below for follow-up inquiries or other banking concerns in QuickBooks Self-Employed. I'm just around to help. Happy Holidays!

December 10, 2020

Thanks!

So I press to reconnect, get edirected to my bank, log in, select business bank account, then it says accepted. It’s on redirecting me back to quick books the screen goes blank with a tiny message at top saying error occurred and the connection doesn’t happen. It’s been like this for a month now!