Hi there, perry.
To ensure we can import our bank transactions into the program, we have to connect our bank or credit accounts to QuickBooks Self-Employed (QBSE). However, if it has already been synced but the same issue persists, I recommend updating the account manually.
Here's how:
- Go to the Gear icon.
- Choose Manage accounts.
- Click the Refresh all button to update your bank.
On the other hand, if you've manually imported these data, we can try a few basic troubleshooting steps to determine if this is a browser-related issue. We can open your QBSE account on an incognito window. Doing so will prevent the browser history from being saved.
The cache in your web browser stores files from websites to make the sites load faster on subsequent visits. However, it can also get outdated over time, leading to problems in accessing websites. To address this, you need to open your account in an incognito window, which prevents the browser from saving its history. To rule out any issues related to the browser's cache or local files.
Refer to the following keyboard shortcuts based on your browser type:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If the issue persists, may I ask for the specifics of the problem you've encountered? Or if you've encountered an error? A screenshot would be much appreciated.
I've included these resources about managing your bank transactions in QBSE:
Please keep me updated on this matter. If you have more questions about importing bank data in QBSE, comment below. Take care.
