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June 7, 2022
Question

I changed my bank password but didn't update QB. Now, I updated the password, it displays my correct balances, but doesn't import current transactions. What am I missing?

  • June 7, 2022
  • 1 reply
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1 reply

June 7, 2022

Hi there, @NadNoselrub.

 

I'll help make sure to get your transactions downloaded in QuickBooks Self-Employed (QBSE).

 

You can refresh your bank account to initiate the integrated connection between your bank and QuickBooks so it'll download your missing transactions. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under Transactions, select Bank accounts.
  3. Toggle to turn on the bank account you want to be updated.
  4. Click Refresh all.

 

I'll give you these articles and be your guide in handling transactions after they get downloaded:

 

 

I've also included this reference with subtopics you can use while working with your bank account and transactions: Banking for QuickBooks Self-Employed. Say fixing the common banking errors is one of the subtopics in this link for future help.

 

If you have follow-up questions about your transactions or any other concerns with online banking in QBSE, please don't hesitate to click the Reply button below. I'm willing to help and assist you anytime. Take care and stay safe, @NadNoselrub!