I have connected my bank account and I can see it shows my current balance but it hasn’t imported any of my transactions. Is there anything I need to do?

I have tried using incognito browsing but it is still the same.

On the dashboard for profit/loss, expenses, sales, everything is 0 except for my current balance.

On the dashboard it shows Bank Accounts with my current balance and when I click on 'Connect accounts' and select HSBC and enter my login and security details it then tells me I have already connected my bank account but when I click on my expenses tab it then shows a link to a video and a list of 1,2,3 and two buttons for 'Connect bank' and 'Add expense manually'. I then click on Connect bank and go through the same thing and it tells me I already have a connected bank account.

Does it not show your bank transactions based on what type of Quickbooks subscription level you are on?

I think my issue is resolved now. I clicked on update on the dashboard and then I connected to HSBC but this time it came up with a green tick to say it has been updated and now I have transactions appear for the last 3 months.

Instead of manually having to import my transactions by uploading a csv file for data that is older then 3 months is it possible to sync automatically?

I'm glad your back in business, @michael-hearn.

Let me share some insights about uploading your transactions to your QuickBooks Online (QBO) account. QBO automatically downloads the last 90 days of the transactions once you connect your credit card or bank account.

If you want to upload transactions older than 90 days or 3 months, you'll need to manually upload those in your QBO account. Let me guide you how.

1. Sign in to your bank or credit card account.
2. Follow the instructions in downloading the transactions.
3. In your QBO account, go to the Banking menu or Transactions menu.
4. Then select the Banking tab.
5. Select the blue tile for the account you want to upload the transactions into.
6. Click the Update ▼drop-down and then File upload.

Here's an article you can read for more details about this process: Manually upload transactions into QuickBooks Online.

Once done, you can now categorize those transactions and reconcile your accounts.

Tag me in if there's anything else I can help you with. I'm always here ready to back you up. Keep safe and take care!