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gosaricky@gmail.
Level 1

Why am I having bank issues for the last week or so?

 
1 Comment 1
JasroV
QuickBooks Team

Why am I having bank issues for the last week or so?

I'll help you fix your bank issues, gosaricky@gmail..

 

Can you share with us the name of your bank? This way, I can gather more information about it and provide you the best fix. 

 

Also, you'll want to contact your bank and check if there are any updates on their end. Changes made from them can also influence the connection between your bank and QuickBooks Self-Employed (QBSE) account.

 

In the meantime, let's manually refresh the connection of your bank to isolate this. I'll show you how:

 

  1. Go to the Gear icon.
  2. Select Bank accounts.
  3. Click Refresh all to refresh the connection of your bank accounts. 2.PNG

 

You can also import your bank transactions to your account. Feel free to check out this article for guidance: Add older transactions to QuickBooks Self-Employed

 

Once you're all set, you'll want to categorize your transactions on the correct line of your Schedule C for accurate tracking.

 

Keep me posted by leaving a reply if you need further assistance with your bank connections. I'm always around to help you. Keep safe! 

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