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vel2
Level 1

Bank transactions no posted

 
1 Comment 1
Joesem M
Moderator

Bank transactions no posted

Good to see you here in the Community, @vel2.

 

It's my priority to help ensure your bank transactions are up-to-date in QuickBooks Self-Employed (QBSE). 

 

May I know what bank account you're using? I'd appreciate it if you can elaborate more about this so I can conduct further investigation and provide you the best route to resolve the issue.

 

In the meantime, you can try to manually update your bank feeds and see if it downloads your bank transactions. You can follow the steps below for the process:

 

  1. Go to the Gear icon.
  2. Select Bank accounts.
  3. Click the Refresh all radio button.

Also, you can import your bank transactions using a. CSV (comma-separated values) file. Just follow the steps and details in this article:  Add older transactions to QuickBooks Self-Employed.

 

In case you need to edit a categorize transactions in your QBSE account. You can always check this article for the details: Categorize and edit transactions in QuickBooks Self-Employed.

 

Don't hesitate to tag my name in the comment section below if you have other concerns. I'm always ready to help. Have a good one!

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