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patrarealty
Level 1

How come my banks transaction don't up to date?

 
1 Comment 1
RenjolynC
QuickBooks Team

How come my banks transaction don't up to date?

I'd be glad to provide scenarios and solutions to help you update the transactions, patrarealty.

 

There are a few possible reason why this happens, here are the following:

 

  • An update on your bank’s information such as the name (bank merger), account number and login credentials require you to refresh it in QuickBooks Self-Employed.
  • Ongoing maintenance from your bank’s website.

 

Let's try to refresh your bank by going to the Gear Bank accounts > Refresh all. Here's a sample screenshot for a visual reference:

 

 

Then, go back to the Transactions page and check if your data is updated. Otherwise, manually add the transactions and categorize them.  

 

The instructions are included in these articles:

 

 

You've got me here if you have other questions with your QuickBooks Self-Employed account. Take care and stay safe!

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