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June 7, 2023
Question

I recently upgraded my phone and am trying to link my bank account to QB. On the screen where I need to select my account it won't let me click on it

  • June 7, 2023
  • 1 reply
  • 0 views
It was linked fine before and on my dashboard it tells me to continue linking my account but just starts the process again

1 reply

June 7, 2023

I recommend resetting your QB app. It works the same way as clearing your web browser's cache. 

 

For iOS:

 

  1. Go to the Help menu.
  2. Choose Reset App Data.
  3. Hit OK.

 

For Android:

 

  1. Go to the Home menu or hit the three dots in the right upper right corner.
  2. Select the Settings tab. 
  3. Click the Refresh Data menu, then Yes.

 

Once done, try to link your bank account again. If the issue persists, you can also temporarily uninstall the app, then reinstall it. 

 

You can also visit this link to categorise bank transactions on your iOS or Android device.

 

If you want to learn which QuickBooks Online mobile app features are supported on mobile devices, check out this article: Compare mobile app features.

 

Feel free to drop by again if you need further assistance linking your bank account. We're available 24/7 to help you. Have a nice day, Adrian!