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Level 1

Bank transactions not showing

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? 

3 REPLIES 3
QuickBooks Team

Re: Bank transactions not showing

Hi, @studioseren.

 

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.  

  • They may have implemented changes to their service offerings, Web Connect or Direct Connect.
  • An update on your bank’s information such as the name (bank merger), account number and login credentials require you to refresh it in QuickBooks.
  • You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
  • There may be ongoing maintenance on your bank’s website.

Let’s run a manual update to ensure your bank transactions are up-to-date. Here's how:

  1. Go to Gear icon.
  2. Choose Bank Account.
  3. Click Refresh On

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. 

Level 1

Re: Bank transactions not showing

I’ve kept on refreshing but not receiving any recent transactions from my bank account ?

thanks 

QuickBooks Team

Re: Bank transactions not showing

Hi @Harryshipton,

 

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:

  1. Open your browser's private window.
    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Internet Explorer: Ctrl + Shift + P
    • Safari: Command + Shift + N
  2. If that works, clear your browser's cache.
  3. You can also try a different browser, if available.

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.