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Buy nowI'm happy to help, @jasmyndesousa.
I'll ensure your credit card transactions will be added to your QuickBooks Self-Employed (QBSE) without delay. This way, you can categorize them anytime.
Before digging in, may I ask your credit card name? This way, I can check our reports to see if we have an ongoing issue. By doing that, I can provide you with a permanent solution to help fix the problem.
Make sure that your credit card account is linked to your QuickBooks Self-Employed. If they still need to be connected, I suggest doing it. So, the most current charges on your credit card will automatically be added to your account. For more details, see this article: Connect bank and credit card accounts to QuickBooks Self-Employed.
However, if your account is already connected to QuickBooks Self-Employed, let's manually refresh the connection.
Here's how:
If the issue persists, I'd suggest manually importing your bank transactions using a CSV file.
Go as follows:
You may refer to this link for more details: Manually import transactions into QuickBooks Self-Employed.
Once done, manually categorize them to ensure your books and reports are always accurate.
Furthermore, check out these articles below on how to categorize bank transactions automatically and related matters:
Fill me in if you have other questions about banking in QBSE. I'll be happy to help you again. Keep safe and take care, @jasmyndesousa.
my bank account is Daniels Sheridan Federal Credit union. website is dsfcu.net
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