Skip to main content
July 17, 2024
Question

My bank account has gotten disconnected multiple times this month. I'd like to know why. This makes it hard for me to use QuickBooks. I may consider switching services.

  • July 17, 2024
  • 1 reply
  • 0 views
My transactions stopped updating earlier this month, and when I refreshed the account in settings, all transactions and saved receipts were deleted. I re-uploaded a .csv file from my bank per Quickbooks' instructions. However, the same thing happened again today, and it's getting frustrating. I'd like to know why, and I'd like to know that Quickbooks is working on a solution. This isn't sustainable to re-upload my transaction data every time I sign in.

1 reply

July 18, 2024

This isn't the experience we want you to have, @dcupery. I recognize the impact these disconnections create and the extra workload they cause.

Let me connect you to the appropriate support team to help establish a stable connection for managing your transactions in QuickBooks Self-Employed (QBSE).

 

First, I recommend contacting your bank to check if they're undergoing maintenance. Maintenance work can sometimes cause disconnections with QuickBooks.

 

If your bank confirms that there's no maintenance occurring, the next step is to get in touch with our QuickBooks Self-Employed support team. Our dedicated support team has specialized tools, including screen-sharing capabilities, to provide in-depth assistance and troubleshoot the issue effectively. If necessary, they can also create a support ticket for further investigation or escalate your case to ensure a swift resolution. Here’s how you can contact us:

 

  1. Go to Help (?) and select Contact Us.
  2. Enter a keyword or phrase related to your concern, then Continue.
  3. You can choose to either Have us call you or Chat with us to get in touch with us.  

 

Our live support is available Monday to Friday from 6 AM to 6 PM PT, and Saturday from 6 AM to 3 PM PT.

 

Furthermore, here are some articles to help you manage your transactions QBSE:

 

 

Don't hesitate to reach out to us if you have further questions about managing transactions in QBSE. The Community folks are always here to help. Take care.