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essentialsbysj
Level 1

Some bank transactions arent downloading into qb self employed

 
2 Comments 2
Fiat Lux - ASIA
Level 15

Some bank transactions arent downloading into qb self employed

Try opening your QBSE account on private/incognito browser.

SarahannC
Moderator

Some bank transactions arent downloading into qb self employed

Hope you're doing well @essentialsbysj.

 

Aside from Fiat Lux - ASIA suggestion, we can also update the connection between your bank account and QuickBooks Self-Employed. This brings other missing transactions into the program.
 

If you haven't tried it yet, you can follow the steps below:

 

  1. Log in to your QuickBooks Self-Employed (QBSE) account.
  2. Simply go to the Gear icon.
  3. Click Bank accounts, then select Refresh all.

 

See the sample screenshots below:

 

Here are some articles about handling transactions in QBSE:

 

 

Keep me posted if you have any other concerns or questions. I’ll get back to answer them for you. Have a good one and stay safe, essentialsbysj.

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