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clarue880-gmail-
Level 1

I'm using Self-Employed and up until about 3 days ago, my banking info (balances and transactions) was updating both in the app and online. Now it isn't. How do I get it to start again?

 
1 Comment 1
RenjolynC
QuickBooks Team

I'm using Self-Employed and up until about 3 days ago, my banking info (balances and transactions) was updating both in the app and online. Now it isn't. How do I get it to start again?

Good to see you here, clarue880-gmail-.

 

I can share some steps to help you out. For transactions that didn't get updated, you'll want to log in to your bank's website and check 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.

If everything's working from your bank's end, let's refresh your connection by following these steps:

 

  1. Go to the Gear > Bank accounts.
  2. Click the Refresh all button.

Once you see the new transactions, you can start categorizing them. Here's an article for the instructions: Categorize transactions in QuickBooks Self-Employed.

 

You can also share the name of your bank here, so we can check if there's any investigation reported.

 

Please let me know how things so after trying out the steps above. I'll be right here to help you out again. Have a great day!

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