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pvrsmobile
January 18, 2021
Question

Refuses to update anything. I can’t delete the account and re initialise it because it deleted all of the past transactions from that account and I’d have to go back years recategorising every transaction if it did work! Anyone have a solution that w

  • January 18, 2021
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M
mv32
January 18, 2021

Hi @pvrsmobile.

 

I'm here to make sure your online bank account is connected to your QuickBooks Self-Employed (QBSE) company without any issues.

 

You can follow these steps to reconnect your online bank account from a browser:

 

  1. Go to the Gear icon.
  2. Select Bank accounts.
  3. Tap Connect another account. 
  4. In the search box, type in the name of the online bank in question.
  5. Follow the on-screen instructions to proceed on how to connect your account. 

If you're using the mobile app for QBSE, open this article for the steps: Reconnect your bank account in QuickBooks Self-Employed. Scroll down and look for the Reconnect using the QBSE app on your mobile device section.

 

In case you encounter any duplicate transactions during this process, view this article for the steps: Handle duplicate transactions in QuickBooks Self-Employed. You can find the steps on how you can fix this specific situation whether through a browser, or your mobile device.

 

If you have more questions about banking, please comment it here. I'll get back to you as fast as I can. Take care, pvrsmobile.

P
pvrsmobileAuthor
January 19, 2021

Thanks.

unfortunately this still wouldn’t work via the app. It takes you to your bank app, arranges the permissions, your bank confirms it’s ok but doesn’t return you to the QB app after, only a browser screen with a small failure message.

I have now got it linked by logging into the QBSE website and following the process from there, it works the same but when you receive the confirmation from the banking site it returns you back to QB correctly, gives the confirmation as it should then refreshes your transactions.

It might be worth passing to anyone having similar difficulties, as the process of linking via the app is obviously broken somewhere.

Anyone having similar problems with the app should follow the reconnection process via the website rather than the iOS app until the app is fixed. Once you log back into the app after successfully reconnecting your account on the website your transactions will now be visible and can be managed in the app as normal.

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