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April 14, 2024
Question

I have 2 linked accounts. Some transactions have pulled but not all of them. I've disconnected, reconnected, asked it refresh, logged in and out. Any suggestions?

  • April 14, 2024
  • 1 reply
  • 0 views
I think the only other option I have is deleting everything and adding the accounts again. I just didn't want to lose the categorization I had already done.

1 reply

April 14, 2024

Help has arrived, lufnoops. I'm here to provide insights so you can update your bank account in QuickBooks. 

 

Missing transactions in QuickBooks Self Employed(QBSE) may occur due to the bank's specific date range for downloadable transactions, and a disconnection between your bank and QuickBooks may have happened. QBSE depends on the data provided by your financial institution.

 

Also, deleting the bank account will erase all downloaded and categorized transactions linked to it.

 

In this case, you can export transactions from your bank and manually import them to QBSE. Let me guide you on how:

 

  1. Sign in to your bank or credit card's website.
  2. Follow the bank's instructions for downloading CSV files of your transactions to your computer. 
  3. Check the date range for the download. 
  4. Download your transactions and save them somewhere you can easily find.

 

Once you're ready to import, open QuickBooks Self-Employed and follow the steps below:

 

  1. Navigate to the Gear icon and click Imports.
  2. Choose Import older transactions for the account you want to add transactions to.
  3. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  4. Follow the onscreen steps to upload the CSV file.
  5. Click Continue to complete the import.

 

For more details on manually adding entries, please refer to this article: Manually Import Transactions into QuickBooks Self-Employed.

 

Now that your transactions are in, you can match and categorize them to ensure they are assigned correctly to a line on your Schedule C.

 

Let us know if you have questions about updating your bank connection in QuickBooks Self-Employed. We're always here to help.

lufnoopsAuthor
April 14, 2024

This is not the first time. There is a break in my bank upload - transactions through Oct 23 then a break until this year. For my credit card, I had to update the access but it will not sync since June of 23. When I hit refresh, it says everything is up to date but no new transactions have been updated into my activity.

 

I just tried to upload CSV files for both accounts but I get an error that they can not upload. I checked the file types, both CSV. Only the date, description, and amount are listed. Gave it a break and tried again but nothing is working.