I have connected my bank account and it shows my current balance but it hasn’t imported any of my transactions. Is there anything I need to do?

Thanks for informing us about your current situation, Kerry. You'll want to refresh the bank account connected to your QuickBooks Solopreneur to pull those transactions from your bank into the program. I'll guide you through this process and provide a visual reference.

Refreshing the bank can help transactions to flow to your account in QBSP. To begin, you'll want to access your company file using an incognito or private browser through these shortcut keys:

• Safari 11 or newer: ⌘+Shift+N
• Chrome: Ctrl+Shift+N
• Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N

Once you're in, these are the steps to reload transactions to a bank account:

1. On the left navigational bar, click the Transactions tab.
2. Click the Refresh button and wait for the process to finish.

You can refer to the image below for seamless navigation.

If the issue persists, I recommend contacting our Live Support. This way, they can work with you in getting transactions into your company file. Refer to this article for more details: Get help with QuickBooks products and services.

Moreover, here's an article that can guide you in categorising transactions in the program: Categorise bank transactions in QuickBooks Sole Trader.

You can always get back to me by using the comment section if you require assistance with banking-related inquiries or have additional questions about the program. I'll be here, and know that you can count on me anytime. Keep safe.