We appreciate you for trying some solutions to download your bank transactions in QuickBooks Self-Employed (QBSE), fairtestmots. We are here to guide you on the next steps to take care of this issue.
Have you tried refreshing your Banking page? If not yet, we can click on Refresh All multiple times to trigger the connection between your financial institution and QBSE. This will help download the bank transactions in the program. Here's how:
- Go to the Gear icon on the top menu.
- Choose Bank Account.
- Click Refresh All.
If the same thing happens, try reconnecting your bank account. Then, we need to refresh the connection between your bank and QuickBooks to avoid disconnecting the connection, as this will delete your transaction history. This requires you to reconfirm your consent every 90 days.
If you still assistance, feel free to reach out to our live support using this guide: Get help with QuickBooks products and services. Then, go to QuickBooks Self-Employed section.
In the meantime, you can manually import your bank transactions in QBSE. Refer to this article for the steps and details: Manually import transactions into QBSE.
We’ve added these references for your guide in categorising and creating rules for your downloaded bank transactions:
If there's anything else that we can help aside from downloading your bank transactions, please let us know in the comments below. You have a good one.
