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Benji87
April 18, 2022
Question

Connecting bank accounts

  • April 18, 2022
  • 1 reply
  • 0 views

Hi there,

 

I have signed up to QBSE today and have connected 2 bank accounts from the same bank and my PayPal account to my QBST account. My PayPal transactions are showing fine, however, no bank account transactions are showing even though there have been some.

 

I seem to have linked the accounts fine and they show in my settings, just nothing on the transactions tab.

 

Any help would be appreciated.

 

Thanks

1 reply

M
mv32
April 18, 2022

I'm here to help you show bank account transactions, @Benji87.

 

You did a good one bringing PayPal transactions. Meanwhile, did you receive an error message when downloading them in QuickBooks Self-Employed? The system downloads the data for the last 90 days when you connect an account to QuickBooks. You may want to update the bank account manually to refresh the connection.

 

There are several reasons why transactions aren't showing in your bank:

  • They may have implemented changes to their service offerings, Web Connect, or Direct Connect.
  • An update on your bank’s information such as the name (bank merger), account number, and login credentials requires you to refresh it in QuickBooks.
  • You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
  • There may be ongoing maintenance on your bank’s website.

 

Let me show you how:

  1. Go to the Gear icon and select Bank Accounts.
  2. Tap the Refresh all button.

 

I've added some articles you can refer with handling bank transactions:

 

Need more help? Leave a reply again below. I'll respond as soon as I can. Have a great day!

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