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It's nice to have you here, @pjmahoneyit,
I want to make sure the missing bank entries are synced properly in QuickBooks Self-Employed.
Yes. You can use the Refresh All button to sync bank transactions into the system automatically. This will help fetch the transactions that were not imported, hence, causing the bank balance to be incorrect. See this:
If it doesn't work, you have the option to import bank transactions using a spreadsheet. The steps are simple and easy, refer to them below:
I'm adding a few related articles below to guide you further with the process:
Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!
It's nice to have you here, @pjmahoneyit,
I want to make sure the missing bank entries are synced properly in QuickBooks Self-Employed.
Yes. You can use the Refresh All button to sync bank transactions into the system automatically. This will help fetch the transactions that were not imported, hence, causing the bank balance to be incorrect. See this:
If it doesn't work, you have the option to import bank transactions using a spreadsheet. The steps are simple and easy, refer to them below:
I'm adding a few related articles below to guide you further with the process:
Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!
Thank you @Jen_D, the Refresh All fixed it up for me!
That's awesome to hear, @pjmahoneyit,
I'm glad everything is all sorted out for you. If you need any help with the program, do let me know anytime.
I'll be more than happy to work with you again. Happy holidays!
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