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marjorie-collins08
Level 1

none of my transacations have been pulled for the last two months

 
1 Comment 1
Anonymous
Not applicable

none of my transacations have been pulled for the last two months

Hello there, Marjorie.

Thank you for reaching out! Could you please provide the name of your bank and let us know if you are encountering any error messages? This information will help us understand why your transactions are not updating.

In the meantime, you can manually refresh the connection to retrieve the latest transactions. Here's how:

 

  1. Go to the Gear icon and select Manage accounts
  2. Click Refresh or Refresh all.
  3. Wait for the update to complete.

 

After completing the process, return to the Transactions tab to verify if new transactions have been downloaded.

 

If the problem continues, you can manually import transactions into QuickBooks Self-Employed to keep your records up to date.

 

If you have any further questions or require additional assistance, please add a comment below. We're here to assist you.

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