Beforehand, have you encountered errors when your account has stopped syncing? Additional information can help us get on the same page. This way, we can provide you with an accurate resolution.

Please know that some banks require you to reconnect every 90 days, while others only need updates every 18 months. In the meantime, we can refresh the connection to your account. Here's how:

Go to the Settings menu and select Bank accounts.
Choose Connect another account.
In the search box, enter the name of the bank.
Follow the onscreen instructions to connect your account. It will automatically download your recent bank transactions.

For more details about this process, check out this article: Reconnect your bank account in QuickBooks Self-Employed.

On top of that, you can now organize your transactions by checking out these resources:

Categorize transactions in QuickBooks Self-Employed

Expense and Schedule C categories

I'll be around if you need further assistance with connecting your accounts in QBSE. I'm very eager to help. Take care.

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