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kftormey
Level 2

My bank is connected, but two of the accounts, which are "on" are not showing up in transactions.

 
1 Comment 1
Carneil_C
QuickBooks Team

My bank is connected, but two of the accounts, which are "on" are not showing up in transactions.

Hello, @kftormey.

 

Thanks for your time posting your concern here in the Community. I'll go over how we can show your bank transactions in QuickBooks Self-Employed (QBSE).

 

Beforehand, I'd like to know more details about your concern to get me on the same page. 

 

Would you mind sharing the name of your bank? And have you encountered any errors when pulling up the transactions? This way, I can check here on my end if there are users who currently experience the same issue you have.

 

In the meantime, you can manually upload your bank transactions using a CSV file. I'll guide you on how:

 

  1. Go to the Profile icon and select Imports.
  2. Click Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Tick Import.

 

If those transactions are older than the ones QuickBooks originally downloaded, here's an article you can review for the detailed step-by-step process: Add older transactions to QuickBooks Self-Employed.

 

Once settled, you can now organize your transactions by checking out these resources:

 

 

Keep me posted if you still have questions or concerns about your transactions in QBSE. I'll be around for you. Have a great day!

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