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Hello, coleycates.
I'll share some steps to get your transactions updated.
QuickBooks Self-Employed downloads the latest available transactions every night. If you’re not getting the latest data or updates seem stuck, please make sure to sign in to your bank’s website. Then, check if there are no maintenance updates or information that needs your attention.
If there's none, we can try to refresh the connection by following these steps:
- Go to the Gear > Bank accounts.
- Click the Refresh all button.
Here's a sample screenshot for a visual reference:
If you're getting a bank error code, you can check out this article: Common Online Banking Errors.
Once you have the new transactions, you can start categorizing them.
You can always leave a reply here if there's anything else you need. I'd be glad to help you out again. Take care!
