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A
adammcdougall97
April 13, 2025
Question

Connected my bank account and then am immediately asked to keep reconnecting it. Can’t see transactions or any details.

  • April 13, 2025
  • 1 reply
  • 0 views
I have went through the steps to connect my bank account. It all goes smoothly until the very last step where you click ‘Save’ at the end. The button doesn’t seem to work and I am stuck on that screen. I then get an email to say my bank account has been connected and it shows I have a connected bank account on my QuickBooks dashboard. But, if I tap on it in QuickBooks it gets me to connect the account again. This process repeats over and over. I can’t record any of my invoices as paid, so would love to get this sorted.

    1 reply

    J
    Jelayca V
    April 13, 2025
    An accumulation of historical data can lead to unexpected behaviors, Adam. I understand the inconvenience caused by repeated prompts to reconnect your bank accounts, particularly when this prevents you from saving records for invoice payments. Let's go through some basic troubleshooting steps to resolve this.
     
    Before we proceed, could you please confirm the bank you’re referring to? This will help me provide you with more specific guidance.

    If you’re using the QuickBooks mobile app, please ensure it is updated to the latest version. Once you've verified that, let's refresh or clear your app's data to eliminate any app issues so the program runs smoothly. 
     
    Here are the steps to follow for iOS: 
     
    1. Open your Settings, then tap General.
    2. Tap iPhone Storage. Choose the QuickBooks app.
    3. Click Offload App.

     

    Then, here's for Android:
     
    1. Go to Menu ☰, then select More Options ⋮.
    2. Tap Settings, then Refresh Data.
    3. Select YES to confirm.
     
    You can also uninstall and reinstall the app to start afresh. In the meantime, you can continue recording your invoice payments through your web browser.
     
    If you're accessing QuickBooks Online (QBO) through a web browser, we can open an incognito window to troubleshoot and access QBO with a clean slate. Depending on your browser, you can use the following shortcuts: 
     
    • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Safari: Command + Option + P

    If everything is working fine, please return to your regular browser and     clear the cache for a fresh start. Additionally, switching to other supported browsers can also be worth a shot. 
     
    If the issue persists, it's best to contact our live support team directly. Our experts can thoroughly examine this behavior and uncover the root cause.
      
    Let me also add these resources to guide you through managing your bank transactions in QBO:
     
      
    If you have further questions about connecting accounts, assigning categories, or recording payments in QBO, please feel free to reply. We're here to help you in the Community. 
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