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petherickdiggerhire
Level 1

My new sole trader account is not transferring transactions from my bank - can anyone help with this ?

I was happy with self employed account but I had to update to sole trader and have had issues ever since. Bank transactions don’t transfer to my account, only if I input manually. Contacted quickbooks 3 times but still not resolved
1 REPLY 1
AntoniettaE
QuickBooks Team

My new sole trader account is not transferring transactions from my bank - can anyone help with this ?

I really appreciate your efforts in sorting out your issue, Patherick. Let's ensure you can transfer your transaction in your Sole Trader account.

 

I recommend getting back to our Live Support Team. They can safely access your account and and investigate the issue you are experiencing with transferring your transactions.

 

You can refer to this page to know the availability hours of our live experts at your convenience: Support hours.  

 

I'd also like to share this article to guide you in organizing your online transactions for a seamless financial record: Categorise bank transactions in QuickBooks Solopreneur.

 

If you need additional assistance in transferring transactions, you can reply to the thread or start a new one. We're here to provide guidance and support.

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