My bank account is linked but it is not exporting transactions for july. why?

Hello there, Katerina. QuickBooks depends on the data provided by your financial institution. Missing transactions occur due to delays or interruptions in the bank connection or within the program itself.

It's also possible that your bank is undergoing maintenance. To resolve this, you can do a manual update to refresh the connection.

Here's how:

1. Go to the Gear icon.
2. Select Manage Accounts.
3. Choose your linked bank account.
4. Click Refresh All to have QBSE reach out to the bank and request the latest July data.

Additionally, as an alternative, you can also manually import those missing transactions using a CSV file to ensure your July records are complete. For more information, please check out this article: Manually import transactions into QuickBooks Self-Employed.

Please let us know if you have any follow-up questions or concerns regarding your missing transactions.

Hi Katerina,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.