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October 5, 2024
Question

Transactions not loading

  • October 5, 2024
  • 1 reply
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I used the "add account" wizard and my transactions aren't loading. Someone help, please.

1 reply

October 5, 2024

We'll share information to help you get your transactions available inside QuickBooks Self-Employed (QBSE), @ladyluxesalon.

 

To ensure we're on the same page, we'd like to ask about the name of the bank you connected to inside QBSE or if you encountered any error message after connecting the bank account to your company file. We also recommend refreshing the accounts linked to ensure transactions stuck can flow and be available inside the system. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Self-Employed company.
  2. Click the Gear icon.
  3. Select Manage account and then click the Refresh all button to update the bank account.

 

If the issue persists, you can consider importing transactions into the company file. Refer to this article for more details: Manually import transactions into QuickBooks Self-Employed.

 

Moreover, here's an article to help you manage bank transactions and put them on the correct line of your Schedule C: Categorize transactions in QuickBooks Self-Employed.

 

The Community team is always ready to extend a helping hand in handling transactions from your bank account or performing specific tasks inside QuickBooks. We encourage you to visit us or comment below so we can assist you right away. Stay safe.