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Jul 20, 2021 9:36 PM UTC
Question

I’m new to using this system and I have only made 4 transactions. I’ve sent money twice and received money twice. My problem is that I have made a payment using my online banking but it is not showing up on QB. Am I missing something?

Original commenter did not share additional details

1 reply

KlentB
Jul 21, 2021 12:06 AM UTC

Thanks for choosing QuickBooks, kyleanthonygarde.

 

I'll make sure that you can get those transactions.

 

Once you connect your bank accounts to QuickBooks Self-Employed, the program will automatically download your transactions every night. If you've noticed that the update seems stuck, you can manually refresh the bank connection to get your latest available transactions. Here's how:

 

  1. Sign in to your QBSE account.
  2. Go to the Gear icon.
  3. Choose Bank Account.
  4. Click Refresh All. 

Additionally, here are some articles that you can browse to help manage your downloaded online banking transactions:

 

You can always find me here if you need more help in accomplishing your other tasks. Take care and have a great rest of the day.