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March 27, 2021
Question

How do I fix the bank connection issue? thank you

  • March 27, 2021
  • 3 replies
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Original commenter did not share additional details

3 replies

Fiat Lux - ASIA
March 27, 2021

Which bank? Have you tried open your QBSE account on private/incognito browser?

March 27, 2021

I want to ensure you'll be able to connect your bank account to QuickBooks Self-Employed (QBSE) seamlessly, @aimee-es-aol-com.

 

Do you mind sharing the name of your bank? This way, I can check if there's an ongoing investigation related to your concern.

 

In most cases, bank connection issues happen when:

  • The bank is performing system maintenance. 
  • There are notifications from their website that need your attention.

To isolate this, you can start by logging into your bank's website to review if there are alerts that need your attention. Once signed in, perform the following steps:

  1. Review your account page for messages, notifications, or alerts. 
  2. Check your bank’s website for any announcements.
  3. Perform the needed action (if there's any).
  4. Go back to QuickBooks, then connect your account.

You can also connect your account using a private window. This way, we can determine if this a browser-related issue. Here are the keyboard shortcuts:

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

If this works, you can clear the cache and cookies of your browser. If not, you can use another supported browser. Possible that your current browser may have a temporary issue with QuickBooks.

 

Once resolved, let's go to the Transactions tab and categorize the transactions to ensure your financial records are correct. To learn more about this process, visit this article: Categorizing Transactions

 

Be sure to keep in touch by leaving a comment below. We want to ensure this matter gets resolved. Have a good one

March 28, 2021

Hi, @aimee-es-aol-com.

 

Hope you’re doing great. I wanted to see how everything is going about the bank connection you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

January 4, 2022

Same issue with Macatawa Bank here. Says I have to sign in on my online banking app and manually download transactions?!

January 4, 2022

Let's ensure that you connected to the correct link, Shane616.

 

You can try connecting your bank account using a website instead of using the app. If you connected the bank through the website and you still get the same message, you'll want to reach out to the bank and verify how they manage their bank transactions. 

 

You'll want to check out these links that will help you handle your bank feeds if you're using QuickBooks Self-Employed or QuickBooks Online: 

 

Let me know if you have other questions about banking or need anything in QuickBooks. I'll be right here if you need anything else.

April 28, 2022

I having problem to link my bank account too.

using cashpluss online bank,but this is only reconecting time first time was not a problem.

could you please help me.

thank you