Bank account linking disappeared

To automatically upload your business expenses to TurboTax, you can use the TurboTax Expense Monitor. Here’s how you can do it:

1. Connect Your Financial Accounts: Link your bank accounts and credit cards to TurboTax. This allows TurboTax to import your transactions directly.
2. Categorize Transactions: Once your transactions are imported, you can categorize them as business, personal, or split expenses.
3. Import to TurboTax: At tax time, you can import these categorized expenses into your TurboTax return.

You can get started with the TurboTax Expense Monitor here.

Important points:

• You can use the TurboTax Expense Monitor at the end of the year to import your business expenses. However, it's designed to be most effective when used throughout the year.
•  By regularly connecting your financial accounts and categorizing transactions, you ensure that all expenses are accurately tracked and categorized, which can save you time and reduce errors at tax time1.
• If you  use it only at the end of the year, make sure to review and categorize all your transactions carefully before importing them into TurboTax.

We tried all of these threads and the only thing that helped was navigating to Tax tools > Tools > Clear / Start Over and we had to re-input all of our other data. It ended up being faster to go that route than to sit and manually input every single business / self-employment expense, so it was well worth it for us. 

On the bright side, we had manually sorted a few of the expenses when we first linked the account (it asked us to review Schedule C the first go around because it was confirming whether or not our misc expenses from the previous year were also part of this year, which they weren't since the auto-feature sorted them into actual categories this year), and the manual sortings from the first go around were automatically implemented after we "started over."

So, to recap, we had to delete all of the "Misc expenses" that we had that had carried over from a previous year, unlinked our bank account by navigating to the Tax home section & removing it manually through "Linked Accounts" and then we hit Clear / Start Over and at that point, it did, in fact, create a new auto-entry gateway to connect our bank accounts.