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February 7, 2024
Question

Why my bank transactions aren't showing?

  • February 7, 2024
  • 1 reply
  • 0 views
When linking my account, 
the system doesn't populate the transactions

1 reply

February 7, 2024

Warm welcome, bentoluxestates2. I understand how important it is for your bank transactions to appear in QuickBooks Self-Employed after linking your bank account.

 

When you first connect your banks and credit cards, QuickBooks Self-Employed downloads the 30 to 90 days of transactions and sometimes up to a year. Whenever you sign in to QuickBooks, it automatically retrieves the latest transactions from your connected accounts.

 

Since your transaction isn't showing up, I recommend manually refreshing the connection. It can help resolve any connectivity issues. 

 

To refresh bank connection:

 

  1. Hover to the Settings icon and choose Bank Account.
  2. Click Refresh All.

 

If transactions are still not downloading, you can manually import them into QuickBooks. 

 

On the other hand, I'd like to ask a few questions to provide additional assistance. Have you encountered an error while connecting your bank account? Can I have a screenshot of it? Additionally, what bank have you linked to QuickBooks Self-Employed?

 

Meanwhile, I'll add these articles to help manage your transactions in QuickBooks Self-Employed. 

 

 

I'm still around to assist you further whenever you need assistance with your bank transactions. Feel free to use the reply button below to ask any questions.