Is there a way to reset my Cadence Bank connection on Quickbooks Self-Employed?

I appreciate your efforts in finding ways to resolve your bank connection issues, hsg9. 

Let me further share information on why you're currently experiencing this problem. 

The main reason you're unable to see any transaction from your bank after you deleted and reconnected your account was due to the data being removed from the system. In QuickBooks, deleting your account from the program or online banking will permanently erase all associated transaction history. However, since you've reconnected your account, QuickBooks will download 30 to 90 days of transactions. For the missing ones, we can manually import them instead.  

Here's how: 

1. Open QuickBooks Self-Employed in a web browser.
2. Go to Settings and select Imports.
3. Choose Import older transactions for the account you want to add transactions to.
4. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
5. Locate the file and hit Open to start the import.
6. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
7. Click Continue to complete the import.

Visit this article for more info: Add older transactions to QuickBooks Self-Employed. 

If the same thing happens, I recommend manually updating your bank account by toggling the Refresh all button. Also, your financial institution may be performing some bank maintenance, which results in the inability to see your bank data. In this case, I encourage you to log in to your bank's website to verify this matter.

However, if the issue persists, I suggest getting in touch with our Customer Support Team. They have the resources to thoroughly investigate this, while ensuring your personal information remains secure.   

Also, we can review and categorize your transactions to put them in your accounts and place them on the correct line of your Schedule C. Doing so organizes your income and expenses so you know what areas of your self-employed business have the most impact.  

I'm just one post away if you have bank-related concerns. Take care! 

@hsg9 

Try opening your QBO account on any private/incognito browser.