Hi there, @Carla46. I’ve got you covered in downloading the latest bank transactions in QuickBooks Self-Employed (QBSE).
To start rectifying your concern, we can manually update your bank account by toggling the Refresh All button. Let me guide you on how:
- Go to the Gear icon.
- Select Bank accounts.
- Click the Refresh All radio button a couple of times to update your banks.
If the same thing happens, would you mind telling me which bank institution you’re connected to? It is to check if there’s a similar issue reported on our system. Also, have you encountered any error code or message? You’ll want to check out this article for available resolution for every error: Fix bank errors in QuickBooks Self-employed.
On the other hand, if you prefer to instantly upload them into your bank feeds, we can manually upload them via CSV file using the steps outlined in this article: Manually add transactions in QuickBooks Self-Employed.
Additionally, I encourage categorising your transactions in QuickBooks. This ensures your books are accurate.
Please let us know in the comment section below if you have other banking questions or concerns. I'd be glad to help you out anytime. Take care!
