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maureen15
Level 1

Can you tell me when an invoice will show up in my connected account?

 
1 Comment
Angelyn_T
QuickBooks Team

Can you tell me when an invoice will show up in my connected account?

Hi there, @maureen15.

 

Once the transactions (income or expenses) are posted to your bank, then it will eventually show up to QuickBooks. You can review the data from the Transactions page.

 

Here's how:

 

  1. Open your QuickBooks Self-Employed (QBSE) account, then click on Transactions at the left pane.
  2. Select the connected account from the Account drop-down.
  3. Set the date and make the necessary filters.

If the transactions aren't showing from there, you can update your bank account to refresh its connection.

 

  1. Click on the Bank account tab from the Gear icon.
  2. Tap Refresh all.

For an additional reference, while managing downloaded banking transactions in QBSE, you can check out this article: Categorize transactions in QuickBooks Self-Employed.

 

Just in case you want to bring older transactions to your company file, you can as well open this link as your guide: Add older transactions to QuickBooks Self-Employed.

 

Please let me know if you have any other questions. I'll be right here to help. Have a good day!

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