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I know the possible reasons why your bank transactions are not showing and help you get them in QuickBooks Self-Employed (QBSE), @buywithtravis.
The data supplied in QuickBooks relies on the information provided by your financial institution. Thus, the absence of transactions may be due to delays or interruptions in the bank connection, and your bank is undergoing maintenance. With this, please visit their website to check for any notifications for further verification.
Another possibility is that the filters you've chosen could be causing this. By selecting the All filter option for Type, Account, and Date, we can check if they synced in QuickBooks and ensure you don't miss a transaction.
In addition, refresh your connection manually with your bank to update the bank data flow in the program. I'll show you how:
- Go to the Gear icon, then select Connect Bank or Bank accounts under Transactions.
- Click Back to Manage Accounts.
- Press the Refresh All button.
Moreover, you may share your bank's name to review if there are cases or ongoing investigations related to it and offer a resolution tailored to your concern.
Once the missing ones are in, categorize them to ensure they're assigned to a designated category and aligned to the correct line in your Schedule C.
Following these steps will help you retrieve your bank transactions successfully. However, if you have additional questions about online banking transactions in QBSE, always feel free to place your response below. I'll jump right in to provide my expertise and get you back to business in no time.
