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hello-kaleighbas
Level 1

My transactions for my credit card account are not auto populating. Has anyone figured out how to fix this problem? I have no pending transactions and I haven't filtered my search.

 
1 Comment 1
FritzF
Moderator

My transactions for my credit card account are not auto populating. Has anyone figured out how to fix this problem? I have no pending transactions and I haven't filtered my search.

Welcome and thanks for reaching out to the Community, @hello-kaleighbas.

 

May I know which specific bank you've connected to QuickBooks Self-Employed (QBSE)? Any additional information will help me provide the best resolution.

 

In the meantime, I suggest refreshing the connection to download the latest transactions. Here's how:

 

  1. Click the Gear icon.
  2. Choose Bank accounts.
  3. Click Refresh All button. 
  4. You can do this 2 or 3 times. 

 

I'm also adding this article that tackles choosing the right categories for the downloaded transactions: Create rules to speed up reviews in QuickBooks Self-Employed.

 

Please leave a comment below if you have any other questions or issues. I'll be here to help. Have a wonderful day!

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