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January 2, 2021
Question

Will I have to review all transactions again if I diconnect a bank and connect it again in order to get the transactions that are not loading?

  • January 2, 2021
  • 1 reply
  • 0 views
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1 reply

AlcaeusF
Level 14
January 3, 2021

Hi @aadyabazaar,

 

Thank you for posting here in the Community. I can share some clarification about disconnecting the bank account in QuickBooks Self-Employed.

 

Yes, disconnecting the bank account will remove previously categorized transactions. If the missing data are recent transactions, I recommend performing the basic troubleshooting.

 

Let's go to the bank accounts section and click the Refresh all button. It helps refresh the connection between the bank and the program. 

 

Here's how:

 

  1. Go to the Settings (Gear) icon at the upper right.
  2. Select Bank accounts under Transactions
  3. Click Refresh all

I've also attached an article you can use to upload bank transactions manually in QuickBooks: Add older transactions to QuickBooks Self-Employed.

 

Feel free to hit that Reply button if you have additional questions regarding the process. Have a great day ahead.