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June 28, 2020
Question

I have a bank account and it says it's connected but it's greyed out and i can't see any transactions from that account, help ??

  • June 28, 2020
  • 1 reply
  • 16 views
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1 reply

Moderator
June 28, 2020

Glad to have you here in the Community, @dwatkins1.

 

It's possible that QuickBooks Self-Employed (QBSE) is unable to connect to your bank. Let's refresh the bank connection so you can see the transactions in your QBSE account and get you back to working order.

 

Here's how:

 

  1. Click the Gear icon at the top-right corner, then select Bank accounts.
  2. On the Bank accounts page, click Refresh all.

If you're still unable to receive updates, you can log in to your bank’s website and download an updated list of your transactions and upload them to QuickBooks using a CSV file. For more guidance, feel free to check out this article for the detailed steps and information: Add older transactions to QuickBooks Self-Employed.

 

Keep in touch if you need more help with your bank transactions, or if there's anything else I can do for you. I always have your back and am always happy to help. Have a great day!

dwatkins1Author
June 28, 2020

Unfortunately, it still didn't work. Went through the process of uploading the .csv file and received (image attached)