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kingy101101
February 24, 2020
Question

Connecting to my business bank account. reconnected with account. all transactions reappeared, though had dealt with them first time. if I put and income back in a business transaction. will it be like I been paid twice.

  • February 24, 2020
  • 1 reply
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1 reply

JessT
JessT
February 24, 2020

Hi there, kingy101101.

 

Basically, when you disconnect (delete) a bank account from QBSE, all transactions under it will be removed as well. When you reconnect your account, your transactions will be re-downloaded. If you add them, you will not incur any duplicates since the original transactions were already removed.

 

I hope this makes you smile today.

 

Keep on posting in the Community if you need more help with your QBSE account.

M
Miamoorhys2010
April 11, 2020

Please can you help me, My quickbooks app is telling me to reconnect to my bank and do the open bank update I have tried it loads of times and it won't connect to the intuit for some reason. I have spoke to the bank and all is OK their end I do not know how to sort this problem and I am struggling to get help from quickbooks. 

 

R
Rea_M
April 11, 2020

This is not the kind of experience Intuit wants for our valued subscribers, Miamoorhys2010.

 

I'm here to share information about Open Banking in QuickBooks Self-Employed (QBSE). This way, you'll be guided if your bank is supported and what you need to do to keep your account updated.

 

Since you're prompted to upgrade your connection to Open Banking, this means your financial institution is supported for it. You can try to log in to your QBSE account through a web browser using your correct credentials. Then go to the Gear icon, select Bank accounts, and then connect your bank from there.

 

If you're still having difficulty in connecting your account, I'd recommend contacting our Customer Support team. They have a specific tool to verify why you're unable to connect and can walk you through to successfully execute the process.

  1. Go to the Assistant menu at the top.
  2. Type Talk to a human.
  3. Select from Message an agent or Get a callback.

 

In case you've encountered the error "We can’t find this account at your bank" in performing the connection process, kindly check out this article for the step-by-step guide on how to resolve it: Error when updating connection to Open Banking.

 

You can also share with me here the name of your financial institution so I can verify if there's an ongoing investigation about the Open Banking connection.

 

Please let me know if you have other concerns. I'm just around to help.

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