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March 26, 2023
Question

Why is my credit card account not syncing along with my other accounts when bank is added to quickbooks self employed

  • March 26, 2023
  • 2 replies
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2 replies

MichelleBh
March 26, 2023

I'm happy to help, @jasmyndesousa.

 

I'll ensure your credit card transactions will be added to your QuickBooks Self-Employed (QBSE) without delay. This way, you can categorize them anytime. 

 

Before digging in, may I ask your credit card name? This way, I can check our reports to see if we have an ongoing issue. By doing that, I can provide you with a permanent solution to help fix the problem. 

 

Make sure that your credit card account is linked to your QuickBooks Self-Employed. If they still need to be connected, I suggest doing it. So, the most current charges on your credit card will automatically be added to your account. For more details, see this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

However, if your account is already connected to QuickBooks Self-Employed, let's manually refresh the connection.

 

Here's how: 

 

  1. Go to the Gear icon on the upper right side. 
  2. Choose Manage accounts. 
  3. Click the Refresh all button. 

 

If the issue persists, I'd suggest manually importing your bank transactions using a CSV file. 

 

Go as follows: 

 

  1. Go to the Gear icon and select Import transactions.
  2. Click the Import older transactions hyperlink. 
  3. Hit Browse and pick your CSV file. 
  4. Match the details and follow the on-screen instructions. 

 

You may refer to this link for more details: Manually import transactions into QuickBooks Self-Employed. 

 

Once done, manually categorize them to ensure your books and reports are always accurate.

 

Furthermore, check out these articles below on how to categorize bank transactions automatically and related matters: 

 

 

Fill me in if you have other questions about banking in QBSE. I'll be happy to help you again. Keep safe and take care, @jasmyndesousa. 

March 26, 2023

my bank account is Daniels Sheridan Federal Credit union. website is dsfcu.net