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February 27, 2021
Question

For some reason, my transactions stopped posting in November 2020. How do I figure out why?

  • February 27, 2021
  • 1 reply
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1 reply

MariaSoledadG
February 27, 2021

Let's make that your bank transactions will post to the correct account, alicat125.

 

Sometimes, you may encounter issues with your bank's connection that prevents posting to different accounts. To refresh the connection, please follow the steps below:

  1. Click the Gear icon.
  2. Choose Bank accounts.
  3. Click Refresh All button.
  4. You can do this 2 or 3 times.

If it's still not updating, you can manually import them using our WebConnect feature. You can check this article for the detailed steps: Add older transactions to QuickBooks Self-Employed.

 

You might follow this article about adding transactions: Manually add transactions in QuickBooks Self-Employed.

 

Keep me posted if you need anything else about your bank transactions. I'll always be right here to help you anytime.