Hi Jan, let's narrow down the issue so I can provide an accurate solution to your concern. Are you using the CSV file format when uploading the bank data? Did you receive any error messages? If yes, what is the message showing on your end?
While waiting for your response, I recommend checking this article to learn about the format of the CSV file you got from your bank to upload transactions to QuickBooks: Learn about CSV formats. If the format is correct, I recommend doing it using a private browser or trying another compatible browser.
Here are the keys you can use to open a private browsing window:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Option + P
On the other hand, if your bank is linked to QuickBooks and you're having trouble connecting, you can refresh or re-establish the connection between QuickBooks and your bank to see all your transactions. Here's how:
- Go to the Gear icon.
- Select Bank accounts under Transactions.
- Click Refresh all.
If the manual update doesn't work, the issue may be on the bank's end. I'd recommend signing in to their website to check if there are alerts that need your attention.
Additionally, check out this article to learn more about categorizing the transactions to ensure your financial records are correct: Categorize transactions in QuickBooks Self-Employed.
I'm here to help if you need anything else.
