Hello, I am missing 5 months of bank data from one of my accounts. Is there an easy way to refresh that data vs a CSV upload (which isn't working)? Thx!

Hi there.

I understand how critical it is to reflect all your bank data in QuickBooks Self-Employed accurately. If you're missing 5 months of data because your account was unlinked but expect it to repopulate automatically when relinked, let's troubleshoot this together.

Here are easy ways to refresh the connection between your bank account and QuickBooks Self-Employed account:

1. Manually update your bank connection in QuickBooks Online.
   1. Go to the Gear icon and select Manage Accounts.
   2. Click Refresh all.
2. Check your bank account from your bank's website to see if any issues could have caused the problem.

We don't recommend manually importing those missing transactions to avoid duplicates. However, you can always import them manually if you want to. If the transactions flow again to your QBSE account, they will cause duplicates, and you'll need to exclude them manually.

If the issue persists, I recommend contacting our QuickBooks Self-Employed support to investigate this case further and apply a solution as soon as possible.

After getting your transactions flowing into your QBSE account, you can also consider categorizing them into their designated accounts.

Please feel free to reply below if you have additional concerns besides fixing your Chase bank connection to your QuickBooks Self-Employed account. I'm always here to assist you.

@nvwagner 

You can use the trial version of csv2qbo as a workaround.
https://www.moneythumb.com/?ref=110