How do I get my transactions to load after my bank has expired?It expired a few weeks ago, I've renewed it, but the transactions from the expiry date aren't showing.

We can refresh your bank connection using a different browser or window, rmedhurst. Let me include the detailed process here so you can track your income and expenses accordingly.

Manually refreshing your bank connection allows QuickBooks Self-Employed (QBSE) to pull up your latest transactions. Hence, you'll want to perform this again using a private window or a different supported browser. This helps isolate issues caused by corrupted cache files that prevent you from downloading your bank data.

To access your account via private browsing, use these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

Once logged in, proceed to these steps to update your bank feed:

1. Go to the Gear icon. 
2. Select Manage account.
3. Click the Refresh all button.

If the issue persists, you can manually import transactions into QuickBooks Self-Employed after exporting them from your bank. Here's how:

1. Click the Gear icon, then Imports transactions.
2. Select Import older transactions for the account the entries are for.
   
3. Choose Browse, then locate and select the file from your computer.
4. Check the column headers and data. Map your CSV columns for Date, Description, and Amount, ensuring they match with QuickBooks.
5. Pick Continue.

For more details, refer to this article: Manually import transactions into QuickBooks Self-Employed.

Note that you'll need to categorise your financial dealings, which can give you an accurate view of how your business is doing financially. For recurring entries, you may use bank rules to automate this process.

We're always available to assist you with future concerns regarding bank transactions in QuickBooks Self-Employed. Please return to this thread and use the Reply button to inform us in the Community.