I have 2 linked accounts. Some transactions have pulled but not all of them. I've disconnected, reconnected, asked it refresh, logged in and out. Any suggestions?

Help has arrived, lufnoops. I'm here to provide insights so you can update your bank account in QuickBooks. 

Missing transactions in QuickBooks Self Employed(QBSE) may occur due to the bank's specific date range for downloadable transactions, and a disconnection between your bank and QuickBooks may have happened. QBSE depends on the data provided by your financial institution.

Also, deleting the bank account will erase all downloaded and categorized transactions linked to it.

In this case, you can export transactions from your bank and manually import them to QBSE. Let me guide you on how:

1. Sign in to your bank or credit card's website.
2. Follow the bank's instructions for downloading CSV files of your transactions to your computer. 
3. Check the date range for the download. 
4. Download your transactions and save them somewhere you can easily find.

Once you're ready to import, open QuickBooks Self-Employed and follow the steps below:

1. Navigate to the Gear icon and click Imports.
2. Choose Import older transactions for the account you want to add transactions to.
3. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
4. Follow the onscreen steps to upload the CSV file.
5. Click Continue to complete the import.

For more details on manually adding entries, please refer to this article: Manually Import Transactions into QuickBooks Self-Employed.

Now that your transactions are in, you can match and categorize them to ensure they are assigned correctly to a line on your Schedule C.

Let us know if you have questions about updating your bank connection in QuickBooks Self-Employed. We're always here to help.

This is not the first time. There is a break in my bank upload - transactions through Oct 23 then a break until this year. For my credit card, I had to update the access but it will not sync since June of 23. When I hit refresh, it says everything is up to date but no new transactions have been updated into my activity.

I just tried to upload CSV files for both accounts but I get an error that they can not upload. I checked the file types, both CSV. Only the date, description, and amount are listed. Gave it a break and tried again but nothing is working.

This is not my first time linking my bank or credit card accounts. I had to update credit account access but the bank access was fine. I've tried to refresh and they say everything is updated, no error. However, there are no new transactions for the missing dates.

Since then, I have downloaded CSV files for both accounts and attempted to import them with no luck. Each time, I get an error saying " Oops! That's didn't work (probably our fault). Please try again." However, each time I have tried, they fail to upload. I double checked the file types are CSV, made sure the columns include the date, description, and amount. No matter what I try, it won't update the missing information. 

I appreciate the steps you've performed, lufnoops.

I completely understand how important it is for you to upload your transaction in QuickBooks Self-Employed (QBSE) 

The steps provided by my colleague above should help resolve the issue, but I understand that you may need further assistance. 

Please don't hesitate to reach out to our support team who are always ready to lend a hand. They have the expertise and tools to help you troubleshoot the problem and provide you with the most accurate guidance. Rest assured that our engineers are working tirelessly to resolve your concern as quickly as possible. Here's how to contact support: 

1. Visit the Help (?) and select Contact Us. If you are using the QuickBooks Self-Employed app, tap on the + button and choose Ask QB Assistant.
2.  Enter “talk to a human”, then choose Continue.
3. Select the preferred method of contact (phone or chat).

Please make sure to review their support hours in this article to know when agents are available.

Moreover, I'm adding this article for your reference to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C tax form: Overview of QuickBooks Self-Employed

Don’t hesitate to leave a comment below if you have further questions about uploading your transactions in QuickBooks Self-Employed. I’ll be happy to assist you at any time.