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December 31, 2021
Question

Why aren’t all my banking and credit card transactions listed on QuickBooks self employed?

  • December 31, 2021
  • 1 reply
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1 reply

Rose-A
December 31, 2021

Thanks for checking in with us, waxingbygina-yah.

 

Your bank’s connection may be interrupted for any of the following reasons:

 

  • If there is a minor or major update in your bank information such as the bank account number.
  • Update on your bank’s website. If you can't find your FI, you can request support for your bank and request it be added.
  • Update in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

 

To get this sorted out, let's refresh your bank's connection, here's how:

 

  1. Click the Gear icon.
  2. Choose Connect Bank.
  3. Click Refresh All button.
  4. You can do this 2 or 3 times.

 

If the issue persists, I'd suggest importing your transactions manually, you can ask your financial institution for a CSV file format and import them into QuickBooks. See the steps below to complete the process.

 

  1. Go to the Profile ⚙ icon, and then select Imports. Select Import older transactions on the right for the account you want the transactions to belong to.
  2. Follow the instructions onscreen to finish importing your data.
  3. Select Import.

 

I'm adding these helpful articles for ideas about categorizing your transactions after managing your bank accounts.

 

Additionally, can I ask which bank are you having issues with? I want to make sure I've got you covered.

 

Let me know if you have other questions by adding a reply below. I'm always ready to assist.

Rose-A
January 2, 2022

Hi, waxingbygina-yah.

 

Hope you're doing great. I wanted to see how everything is going about your credit card transactions. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!