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Connect with and learn from others in the QuickBooks Community.
Join nowLet's try to refresh your bank connection, Jonathan48.
Here's how:
If the transactions are still not downloaded, you might want to check your bank's website to see if there's ongoing maintenance.
Once your bank account is updated, you can categorize the transactions to ensure your financial records are correct. Check out this article: Categorize transactions in QuickBooks Self-Employed.
Let me know how it goes by leaving a reply. I'll be here if you need further assistance.
Thanks for your response. The transactions are downloading. I can find them when I search for unreviewed transactions. The problem is that they're suddenly no longer appearing on my home page when I log in. This makes it easier to categorize them as they come in.
Hi there, Jonathan48.
Thanks for posting here in the Community, I'm happy to help. When you're on your home page the transactions should pop up saying X Transactions to review and there should be a Review Now button, as shown in the gif down below.
If this isn't happening, I would recommend reaching out to our support team for further guidance, they can take you click-by-click through the process to fix whatever is going on. To reach them, follow these steps.
Ask QB Assistant
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M-F 6 AM to 6 PM and Saturday 6 AM to 3 PM PT. If you want to connect with us directly, type or say “Talk to a human.” Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback. Note: The wait time for agents is about 5 minutes.
If you have any other questions, feel free to post here anytime. Thanks for dropping by and I hope you have a nice afternoon.
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