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February 17, 2021
Question

I cannot link to my bank

  • February 17, 2021
  • 1 reply
  • 0 views
It has been linked in the past, but now it says "It looks like you're locked out of your bank's website." However, I am able to login and haven't been locked out.

1 reply

AlexV
February 17, 2021

Let me assist you in linking your bank account, kirstenfhoward.

 

You'll want to check if your bank has system maintenance. That can cause connection errors between QuickBooks Self-Employed and your bank which is why you received that error.

 

Also, you'll want to update the bank sign-in info if you recently changed it. 

  1. Go to the Gear icon and select Bank accounts.
  2. Tap Refresh all.
  3. Select the link and follow the instructions to update your user ID and password.

If you need help, here's how to categorize transactions.

 

Keep on posting here if you have more questions. I'll be here!