The transactions for my savings account and chequing account show up on both the app and web version of quickbooks self-employed, but none of my credit card transactions do. The software does recognize my overall credit card balance though. Very strange and frustrating as tracking visa transactions is the main reason I want to use the software.
Welcome aboard to the QuickBooks Community, sage_szkstu.
Thanks for reaching out to us about your missing credit card transactions. I'm here to help import them into QuickBooks Self-Employed.
We've received reports about the missing transactions when adding or refreshing associated credit card accounts. Our Development Team are working hard to fix the issue happening on your end.
In the meantime, you can import your bank transactions via CSV file. I also recommend contacting our Phone Support Team. They have the ability to add you to the Notification list for you to receive updates via Email.
2. Select Imports. 3. Search for your bank, then click Import older transactions. 4. Select Browse, then locate the CSV file on your computer. 5. Follow the onscreen instructions to finish importing your data.
If you need further assistance concerning your bank transactions, please let me know. I'll be sure to get back to you.
I called customer support and they told me there's nothing they can do, as this is in reference to Quickbooks Self-Employed. I also emailed the self-employed help staff awhile ago and they responded a couple of times but eventually just stopped replying to my emails.
This is beginning to feel like a scam...!
Is there another way to make this work? To get on the notification email list? I really have put hours into trying to make this work. At this point I'm almost ready to ask for a refund.
Thanks for getting back to the Community! I have some additional details to share about the notification list process in QuickBooks.
Our Banking team is continuously working to provide a solution as soon as we can. While we don't have a definite time as to when the resolution will come out, rest assured we'll deliver one that'll prevent this from happening again.
The manner of adding you to the notification list require personal information, such as email address, name, and contact number. Since the Community is a public forum, there isn’t a way for us to do so.
Because of this, we ask of you to contact us so one of our Customer Care Specialists can gather them and add you over. I’ll also update this post once I get a communication from our Banking Team that this has been fixed.
We don’t want to leave you empty-handed though. To make sure you can still bring in your credit card transactions into QuickBooks, you can follow the workaround provided by my colleague Alcaeus above.
As additional reference, let me re-enter the steps here:
Export the transactions from your bank’s website via CSV.
In your QuickBooks Self-Employed account, click the Gear icon.
Search for your bank, then click Import older transactions.
Select Browse, then locate the CSV file on your computer.
Follow the onscreen instructions to finish importing your data.
I know you've already given us a call, but that's the only way we can make sure you'll be added to the notification list. I would also suggest keeping the case ticket number handy from your previous call so you don't have to re-explain the situation.