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April 18, 2020
Question

Is there a delay before account transactions are imported into Self-Employed from Lloyds accounts?

  • April 18, 2020
  • 1 reply
  • 0 views

Hi,

 

I had a bit of a glitch when adding an additional Lloyds account to the ones already set up. I think it's working okay, but I've made a couple of transfers between accounts and these aren't showing up in my transactions list, despite refreshing the accounts.

 

Is there a delay before the bank transmits the data, even if you refresh the accounts? They were just simple transfers and the accounts are all connected to Self Employed. If not, I have a problem...

1 reply

April 19, 2020

Hi there, PetefromBristol.

 

There's no delay problem in QuickBooks Self Employed when the bank transmits the data after refreshing the accounts. 

 

Since refreshing didn't work, I suggest contacting our QuickBooks Self-Employed Support Team. They can review your account to investigate the cause of why the transactions aren't showing up in your transactions list.

 

Here's how to contact them:

 

  1. Log in to your QuickBooks Self-Employed (QBSE) company. 
  2. Click Assistant from the top bar.
  3. Type Talk to a human in the search icon.
  4. You can choose either Message an agent (live chat), Call an agent, or Get a callback.
  5. You can also select Ask the community to connect with other QuickBooks Self-Employed users.

 

You can find other options to contact our QBSE Support via this article: Contact QuickBooks Self-Employed Support. This contains the steps for iOS, and for Android.

 

You can check this article to see steps on how you can manually enter income and expenses transactions in QBSE: Manually add transactions in QuickBooks Self-Employed.

 

Please check this article on how to remove an entry from including them to income or expense transactions from your tax year calculations: Exclude or delete transactions.

 

Please know that you're always welcome to post if you have any other concerns. I'm always here to help you.