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:
- Open your QuickBooks Self-Employed (QBSE) account, then click on Transactions at the left pane.
- Select the connected account from the Account drop-down.
- 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.
- Click on the Bank account tab from the Gear icon.
- 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!