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pandjiris
Level 1

One account's transactions are not displaying in my transactions to categorize. Bank account is connected successfully.

 
1 Comment 1
JeveeAdvin__la
QuickBooks Team

One account's transactions are not displaying in my transactions to categorize. Bank account is connected successfully.

Hi there, Pand. 

 

Since your bank account is connected  successfully, but transactions aren't displaying, it could be due to a syncing issue. Let’s try manually refreshing your account to sync your one account transactions.

 

It's important to keep your bank connection up to date so QuickBooks can accurately pull and display your latest transactions without any gaps or syncing delays. Let me show you how:

 

  1. On the left navigation panel, go to Transactions.
  2. Click the dropdown arrow next to Add transaction.
  3. Press Manage accounts.
  4. Then, Refresh all.


You can also manually import transactions into QuickBooks Self-Employed using a CSV file if you don't want to connect your bank account or credit card accounts to QBSE.

Here's how:

1. Go back to the Transactions page.
2. Next to Add transaction, click the drop-down arrow.
3. And select Import transactions.

 

Here’s an article for you to reference on how to get transactions from before  you connected your accounts in QuickBooks Self-Employed: Add older transactions to QuickBooks Self-Employed.

 

Let us know if you have additional concerns, and we'll provide continuous assistance.

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