I've connected to my bank account numerous times and it is not showing all of the transactions. I've tried to upload a CSV file with the missing transactions and it won't let me, saying it has already matched these transactions. What do I do?
Good to see you here in the Community. It's my priority to help ensure your bank transactions are up-to-date in QuickBooks Self-Employed (QBSE).
May I know what bank account you're using? We've recently received reports that some of our customer's bank transactions aren't updating with QBSE. Our engineers are diligently working with the affected financial institutions to get this fixed as soon as possible.
There are several instances why you’re unable to receive the latest bank transactions.
Let’s run a manual update to ensure your bank transactions are up-to-date. Here's how:
This process will restore the bank connection and will trigger updates to your bank transactions.
Here are some articles that can help you get going:
Keep me posted if you have additional questions about banking transactions in QBSE. I'll be around to help.
I'd appreciate it if you could provide the name of the bank in question. This way, we can identify if there are recent reports about it, or not. With this, I can provide the appropriate steps too.
For now, I suggest you try the following steps:
You also have the option to manually import your bank transactions, check out this article how: Add older transactions to QuickBooks Self-Employed. You can see 4 sets of steps, namely: get the date range, export the transactions from your bank, import the transactions, and review what you imported.
Feel free to reply if you have other questions. I'll get back to you as soon as I can.
I am having the same issue, with SDCCU as my bank provider. You're advising that we import older transactions manually but as @Harryshipton said, it 'filters out' all of the transactions automatically as it thinks it has access to them already through the bank connection. This is incredibly frustrating and preventing me from being able to run my business in a smooth and efficient manner. I won't be able to continue using Quickbooks if this is not resolved.
Thanks for joining the conversation, @kindredandcopper,
When you connect an account into QuickBooks, the system downloads the data for the last 90 days. Any transactions older than this should be imported manually to correct your bank balance.
Here are some possible causes why not all transactions are imported or getting banking errors:
If the account is already connected, let's try refreshing your bank connection in the web browser. Follow the steps below if you recently made any changes to your bank login:
For first time connection, refresh the connection by performing the steps below:
To learn more about fixing online banking issues, see this article: What to do if bank transactions won’t download or there's a bank error?
I appreciate your patience with this banking problem. Let me know how things go in the comment section, as I want to make sure this is resolved. I'll be more than glad to share additional insights and assistance whenever you need it. Have a wonderful rest of the day!
Hi, I seem to have the same issue. I'm with HSBC and all was working fine until recently. I can connect to my accounts and download the balance - but from the 20th January the detail no longer shows up in my transactions - so I have no way of verifying the info. I've tried all the suggestions on this thread and nothing has worked so far.
Great work in performing the recommended steps provided above, MWmarketing.
I'd suggest reaching out to our phone support team so they can investigate this further and can assist you right away.
You can follow this link to get help with QuickBooks Self-Employed: Contact QuickBooks Self-Employed Support.
I'm including this article that will guide you on the process of how you add and match transactions in QBO: Add and match downloaded bank transactions.
Feel free to get back into this thread if you need anything else.