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April 17, 2022
Question

Why is bank transactions not updating

  • April 17, 2022
  • 1 reply
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1 reply

JoesemM
April 17, 2022

I'm here to help you update your bank transaction, @brandtandsonsflo.

 

Before we start, may I know which bank you're trying to update? Did you encounter a specific error code or message? This can help me verify if there's an ongoing investigation so I can provide accurate steps to fix this.

 

Also, there are possible reasons why QuickBooks Self-Employed (QBSE) isn't updating your bank account. Here are some of them:

 

  • The bank is performing system maintenance. 
  • There are notifications from their website that need your attention. 

 

To get this resolved, let's refresh the bank connection in your QBSE account to show all the missing transactions. Here's how:

 

  1. Go to the Gear icon.
  2. Select Bank accounts under Transactions
  3. Click Refresh all
  4. You can do this 2 or 3 times.

 

If the manual update doesn't work, I'd recommend signing in to their website to check if there are alerts that need your attention. Once you can see the transactions, you can now categorize them.

 

You can read through these articles to learn more about adding bank transactions to the system or entering income and expenses manually:

 

 

 Feel free to leave a comment below if there's anything else you need with your QuickBooks transactions or any concerns. I'd be glad to help. Stay safe, @brandtandsonsflo.