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March 11, 2023
Question

I have a Mint personal account - and started a Quickbooks small business account - but I can't connect my credit card accounts to my Quickbook accounts. Can anyone else?

  • March 11, 2023
  • 1 reply
  • 0 views
E.g., I have a Wells Fargo account already associated to my Mint profile. I tried adding that account to Quickbooks - and it said it was successful - but it's not showing up. Thoughts?

1 reply

March 11, 2023

I'm delighted to have you here today, @Jackson11_2. I'll help you get through to connect your bank account in QuickBooks Self-Employed (QBSE).

 

It may have something to do with your browser's cache. When a browser's loaded with temporary internet files, there's a tendency that it could clog the operation that you're trying to do inside that browser. We can perform basic troubleshooting steps to ensure this isn't about your browser.

 

To start, you'll want to access your account in an incognito or private browser. You can use these shortcut keys:

 

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

Once you're in, try to check if your bank shows in the list inside of your company file. If it works and you're able to get through, you can proceed to clear your browser's cache. Refer to this article for the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

 

You can also use other compatible browsers if the issue persists. Refer to this page to see the list of compatible browsers in QuickBooks Self-Employed: Other browsers.

 

If the issue persists, you can contact your bank to check for any maintenance updates. You can also request to establish a connection with QuickBooks. If everything is good from your bank's side, ensure to select the correct bank name when connecting the account.

 

In addition, here's an article for you to learn more about how to import bank transactions into your company file: Manually import transactions into QuickBooks Self-Employed.

 

I'd also recommend checking this page to learn how you can manage your bank transactions: Manually add transactions in QuickBooks Self-Employed.

 

I'll be here if you need further assistance linking your bank account to your QuickBooks, @Jackson11_2. It'll be my pleasure to help you out again. Stay safe, and have a nice day!

March 19, 2023

Hi - 

 

That didn't work. I got through the whole connection process, clicked on the accounts I wanted to share in the Wells Fargo ecosystem, moved through the process, and then got these two screens - which did not allow me to connect to the accounts and thus did not import any transactions. 

 

Can you help?

 

Thanks,

Carter