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September 17, 2023
Question

I have connected my Cathay Bank account but the transactions do not appear in self-employed.

  • September 17, 2023
  • 1 reply
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1 reply

September 17, 2023

Hello, san9! Welcome to the QuickBooks Community. I'm here to assist you in identifying the cause behind why transactions from your Cathay Bank account are not appearing in our program even after successful connection.

 

To resolve this issue, I suggest accessing your QBSE account using a private browser window. This will allow us to determine whether your current browser is the cause of the problem preventing you from viewing your bank account data.

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option + P

 

Then, go to the Transactions menu and select the appropriate account and date. 

 

If the transactions appear in the private browser session, you can return to using your regular browser and clear the cache (please don't perform clearing cookies). However, if the issue persists, you can manually update the connection by selecting the Refresh all button. This will trigger your books to fetch the latest transactions from your Cathay Bank account. Here's how:

 

  1. Go to the Gear icon and select Manage accounts under the Transactions column.
  2. Pick Refresh all.

 

If the same thing happen, you can disconnect and re-establish the connection by following the instructions provided in this article: Reconnect your bank account in QuickBooks Self-Employed.

 

If you have additional concerns about handling bank transactions or any other related activities, please comment below. I'll be around to respond and assist you. Take care and stay safe!

san9Author
September 22, 2023

Hi, thank you. I have tried this but it still doesn't work. I was able to connect the account, but the transactions are not showing up. The total amount for both checking and savings accounts are accurate. Thanks.