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Good day, hembree-tatorcat.
Let's manually refresh the connection in QuickBooks Self-Employed (QBSE) to catch cleared transactions from your bank. I'll guide you how.
If the issue persists, then I recommend contacting our QBSE Support Team. They have the tools to check your bank connection on your account.
I've added a link in case you want to create rules to quickly categorize recent and past transactions in QBSE.
We'll be around if you have any other concerns. Have a wonderful day.
UPDATE: SEPT 2021
I am a Navy Federal Business User with multiple accounts and have an external bookkeeper that does my administration.
Issue Part 1: It needed constant re-authorizations to get balances and sometimes would not connect at all or lose connectivity constantly.
Solution Part 1:
(1) You MUST call the "Digital Services Department" (Tel: [Removed]) other departments do not have access to the options needed OR do not know how QB works.
(2) Ask the Rep to set accounts to "BYPASS 2 STEP VERIFICATION FOR ONLINE BANKING" - This option is ONLY visible and AVAILABLE to this department!
(3) Verify while on the phone that you can now Sync without constant "Re-Authentication" by hitting the accounts Update button. DO NOT HANG UP UNTIL YOU CAN DO SO...the change is near-instant.
Issue Part 2: The Digital Services Department Rep also discussed another issue that keeps accounts from Sync via 3rd party connections. The Security Questions for your account are sent to you on a RANDOM schedule. If by chance the 3rd party app does not "pass" your security questions to you, the bank authentication goes on a "loop". Because you cannot answer the questions, because 3rd party cannot pass them to the screen for you to answer, it will block you endlessly.
Solution Part 2: SAME AS SOLUTION 1
Hope this Helps many with Navy Federal...Please hit the CHEER button so the answer comes up for fellow members.
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