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Glad to see you here in the Community, @crmad1979.
I'd like to ensure that you'll get your transactions to show up in QuickBooks Self-Employed.
If you're referring to your bank transactions, the system downloads the data for the last 90 days upon connecting the account into QuickBooks. Any transactions older than this should be imported manually to correct your bank balance.
On the other hand, there are some possible causes why not all transactions are imported or getting banking errors in QBSE.
These are the following:
- The bank recently made some changes with their security feature or connection.
- Log in credentials set up in QBO doesn't match with the online banking log in.
- QuickBooks Online is unable to connect to your bank's website.
However, if the account is already connected, let's try refreshing your bank connection in the web browser to ensure your bank transactions are up-to-date.
To do that:
- Go to Gear icon.
- Choose Bank Account.
- Click Refresh All.
If the entries are still missing, I recommend adding them manually by following the steps found in this link: Add older transactions to QuickBooks Self-Employed.
Once done, you can now review and categorize your transactions and put them into your accounts. For more details about this process, you may check out this article: Categories in QuickBooks Self-Employed.
Let me know if you're referring to something else or if there's anything else that you need. I'll be around to help you out. Thanks for coming, and take care!
