We can perform some troubleshooting steps to download the missing bank transactions in QuickBooks Self-Employed (QBSE), nbrinsmeadwriter. Let us guide you through the process.
We can click on the Refresh All tab multiple times to refresh the connection between your bank 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.
Then, we also 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 the same thing happens, we can manually import your missing bank entries in your QBSE account. You can check out 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:
We are one post away if there's anything else that we can help aside from downloading your bank transactions or QuickBooks-related concerns. Have a good one.
