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jasmyndesousa
Level 1

Why is my credit card account not syncing along with my other accounts when bank is added to quickbooks self employed

 
2 Comments 2
MichelleBh
Moderator

Why is my credit card account not syncing along with my other accounts when bank is added to quickbooks self employed

I'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: 

 

  1. Go to the Gear icon on the upper right side. 
  2. Choose Manage accounts
  3. Click the Refresh all button. 

 

If the issue persists, I'd suggest manually importing your bank transactions using a CSV file. 

 

Go as follows: 

 

  1. Go to the Gear icon and select Import transactions.
  2. Click the Import older transactions hyperlink. 
  3. Hit Browse and pick your CSV file. 
  4. Match the details and follow the on-screen instructions. 

 

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

jasmyndesousa
Level 1

Why is my credit card account not syncing along with my other accounts when bank is added to quickbooks self employed

my bank account is Daniels Sheridan Federal Credit union. website is dsfcu.net

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