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March 21, 2021
Question

Why arent all of my bank transactions appearing?

  • March 21, 2021
  • 1 reply
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1 reply

March 21, 2021

There might be a connection interruption between your bank and the QuickBooks Self-Employed (QBSE) system, @missnackie. That's why not all of your transactions appear in the system.

 

Let's fix this by manually updating your bank connection. This way, you're able to view the complete list of your most recent transactions and manage them accordingly. Here's how:

  1. Sign in to QuickBooks Self-Employed.
  2. Go to the Gear icon.
  3. Select Bank accounts.
  4. Click the Refresh all button. Please see the screenshot below.

 

You can also sign in to your bank's website to make sure everything is working on their end. Then, check your account page for messages or alerts that need your attention. 

 

Once all the necessary transactions are downloaded, categorize them to keep your account updated. You can refer to this article for the step-by-step guide: Categorize transactions in QuickBooks Self-Employed.

 

Also, I want to make sure I've got everything covered. You can share with me any error message you've encountered while checking and/or downloading your transactions. This way, I can provide the exact resolution for it.

 

Let me know how it goes in the comments below. If you have other banking concerns or inquiries about downloading and categorizing transactions in QBSE, I'm just around to help. Take care always.