Bad help. It says to go to the gear icon and select Bank Account however there is NOT any option named Bank Account under the gear icon.

Hi, SHIG. I appreciate for following up on this thread. Let me show you how to see the Bank Account option in QuickBooks.

Clicking Manage accounts in the Transactions column of QuickBooks Self-Employed will take you to the Bank accounts linked to the system. For visual references, kindly refer to the screenshots attached:

If you're using QuickBooks Online (QBO), the only menus you'll see are the Transaction and Banking menus. This will take you to the Banking tab, where you may view the credit card or bank accounts linked to online banking.

I encourage checking these articles on how to bring transactions into QuickBooks:

• Manually import transactions into QuickBooks Self-Employed.
• Manually upload transactions into QuickBooks Online.

Feel free to get back to this thread if you have other banking issues. The Community is always here to back you up.

These week my QBO account stoped syncing with all my credit cards several times ( like 4 times in one week ) we need to update our accounts every time and we dont know why its happening so often.

We are having the same issue. I've already spent two hours with support, and hour on the phone yesterday only to have the case closed and not resolved, and an hour with chat support today getting the same run around and being told that my account does not have a problem. This is very frustrating. I will be looking into alternative software.

Mine aren't updating either. So frustrating! No help from support chat. 

I am using QuickBooks Self-Employed and my bank account hasn't updated since August. I go to bank accounts and push the "Refresh all" button, but it doesn't update. It still says "Updated 5 months ago" after I hit refresh. I tried reconnecting the bank even and it still stops updating transactions at the same date in August.
I went to my Chase Bank account online and it says it last communicated with QuickBooks today.

Help.

I appreciate the steps you've taken to update your Chase bank, Joe2851. Let me direct you to the support team that can help you update your bank transactions in QuickBooks.

Since the steps you've taken didn't update your Chase transactions after hitting the Refresh All button in QuickBooks, I'd recommend reaching out to our QuickBooks Self-Employed Support Team. They can securely review your account and create an investigation ticket if other users are experiencing the same issue.

To reach them, follow the steps below:

1. Go to Help (?) and select Contact Us.
2. Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
3. Enter “talk to a human”, then select Continue.
4. Choose which way you want to connect with us.

• Have us call you - Get a call from a support expert.
• Chat with us - Start a conversation with a support expert.

To learn more about their support hours and types, see this link: Contact QuickBooks Self-Employed Support.

For the time being, you may utilize the web connect feature by bringing your bank entries to QBSE manually. You can check these articles for the detailed steps: 

• Add older transactions to QuickBooks Self-Employed
• Manually add transactions in QuickBooks Self-Employed

Additionally, I'll be sharing these resources that will help you categorize your bank transaction and how QuickBooks Self-Employed matches it to a line on your Schedule C categories:

• Categorize transactions in QuickBooks Self-Employed
• Schedule C and expense categories in QuickBooks Self-Employed

Please let me know if you have any other banking concerns by dropping a reply below. I'll be around to help you. Take good care.

Quickbooks Investigation # 102154.This continues to be a sporadic problem.  

Thanks for getting involved with this thread, greenbladelawn.
 

I've reviewed our investigation about bank transactions not updating and can confirm it's still ongoing.
 
While our Product Investigations team investigates this further, they have some troubleshooting they recommend trying:
 

1. Try clicking Update on your Banking screen and wait for it to finish updating. You'll know it's finished when the Update button is no longer greyed out.
2. Sort your transactions table on the For Review tab by date and go through every transaction within a 3-4 day period around the same date of a transaction that doesn't appear to be in your books. This date can change when the transaction cleared, versus when it actually happened, so it's important to look for that transaction in your surrounding days to confirm it's definitely not there.
3. Access the Categorized tab to make sure your transaction wasn't automatically accepted into QuickBooks. This can occur if you're using the Bank Rules feature.
4. Open your Excluded tab and verify the transaction hasn't been excluded.

If none of the above-mentioned troubleshooting gets to the bottom of it, I'd recommend getting in touch with our Customer Care team. There's a couple additional troubleshooting steps mentioned in our investigation that they'll have to assist you with. They'll be able to see this in the investigation's notes. Be sure to give the agent you're working with the investigation case number (INV-102154) so they can easily locate what you're contacting them about.

The agent you're working with will also be able to add your account to our list of affected users. This ensures you'll receive email notifications about any updates relating to the investigation.
 

Please feel welcome to send a reply if there's any questions. Have an awesome Thursday!

I am also having this issue between Quickbooks Self-Employed Online and my American Express account. I reached out on 3/5 and they were able to reconnect it and merge past transactions, but then no new transactions synced since 3/5. I reached out again on 5/22 when i realized it was still happening & had time to spend with them. After 2 hours on the phone together the issue was still not resolved. I was emailed and given Case:15118207307, have followed up myself but received no resolution. On my American Express account page I saw this note today when I was going to download transactions but am still unable to fix it & the links are not helpful from them. PLEASEEEE provide an effect solution. https://global.americanexpress.com/activity/search?from=2023-09-01&to=2023-12-31

I totally recognize the urgency of resolving this, Bhanem. Let me direct you to the best available support to clarify things thoroughly.

I recommend contacting our Technical Support Team for immediate updates on your previous case. They can check your account securely, which I’m unable to do here in the Community to protect your security because it's a public forum. I understand you've already reached out to them. However, it would be best to contact them again so they can review your open cases and provide the necessary solutions.

Regarding the notices or warnings you see on your bank website, I highly suggest reaching out to the American Express support team. This way, they can confirm the notification you've seen and answer all of your banking concerns about this issue of syncing bank transactions.

Moreover, entering a transaction or downloading it from an online bank must be categorized in QuickBooks Self-Employed (QBSE). By doing so, the system can place them on the appropriate line of your Schedule C form. Check out this article for more details: Categorize transactions in QuickBooks Self-Employed.

We're always here in the Community to help if you have other questions about managing bank transactions in QBSE. Just leave a comment below. Keep safe!

I am having the exact same issue, this sounds like a QB's issue, not an issue with our banks.  If multiple people all with different banks have the same issue, it's QB's.  What did you change that is causing our accounts not to update?

Hello there, @MooreLifePM.

We aim to improve your overall experience when updating a bank account inside QuickBooks Self-Employed (QBSE). Before anything else, we'd like to know which bank you're trying to update inside the program.

In the meantime, we recommend doing a manual update to pull up new transactions from your bank to your QBSE company. We'll write down the steps:

1. Access your QuickBooks Self Employed company.
2. Click the Gear icon, and then select Bank accounts.
3. Select the Refresh all radio button to update your banks.

If you tried refreshing the account and the issue persists, consider downloading your bank transactions outside QuickBooks and importing them manually to your company file. Refer to this page for more details: Manually import transactions into QuickBooks Self-Employed.

We also recommend contacting our Customer Care Team so they can access your company in a secure environment, conduct further investigation to determine and address the root cause of the problem, and provide updates on the changes made inside QBSE. See this article for support availability: Contact QuickBooks Self-Employed Support.

In case you wish to download a copy of your business reports outside the program, feel free to check this page for further guidelines: Export transactions and get reports in QuickBooks Self-Employed.

We're only a click away if you require assistance with banking-related tasks or need help getting new bank transactions and managing them efficiently inside the program. Don't hesitate to visit the Community space or comment below. Keep safe.

This would be a great solution if I had not already gone through ALL of those channels TWICE now and still no resolutions. Is there seriously nothing that can be done to reestablish this bank connection?

We acknowledge your efforts in attempting troubleshooting steps to restore the bank connection, @Bhanem. Let me route you to the support that can help you with this.

It appears that the issue persists despite your attempts to address it. To conduct a thorough investigation into this matter, I strongly recommend reaching out to our QuickBooks Self-Employed (QBSE) support team. They will thoroughly examine the issue and provide you with appropriate steps for a resolution. You can contact us using the following steps:
 

1. In your QuickBooks, go to Help and choose Contact Us.
2. Tap "Talk to a human" and hit Continue.
3. Decide a way on how to connect to the team:

• Assistant tab and select Talk to a human.
• Search tab and click on Contact Us to connect with a support expert.

Furthermore, I recommend familiarizing yourself with the process of obtaining transactions before linking your accounts. For detailed guidance, please refer to the following resource: Add older transactions to QuickBooks Self-Employed.

Remember that we are here to provide you with further assistance on bank transaction concerns or any other QuickBooks-related inquiries. Feel free to reach out by clicking the Reply button below.