Let's manually perform an update so your connected account refreshes its connection with QuickBooks and downloads all your transactions accordingly, usdowdle. We'll help you go through the process below.
Before we start, can you share the name of your bank or any error messages you've encountered? This is to check for any ongoing issues and help us provide the appropriate fix.
Your financial institution may be performing system maintenance, or there may be notifications on their website that need your attention. That's why your linked account has missing transactions or aren't downloading into QuickBooks Self-Employed (QBSE).
To manually update your connection, here's how:
- Go to the Gear icon.
- Select Connect Bank under Transactions.
- Click Refresh all.
If the issue persists, we'd recommend signing in to your bank's website for notifications or reaching out to their support for further assistance.
Moreover, we recommend reviewing the file you downloaded from your bank and making sure it's in the correct format so you can manually upload your statements successfully in QBSE.
Additionally, when your transactions are downloaded, categorize them to ensure your financial records are correct.
You can always get back to this thread if you have other banking concerns or questions about managing your self-employed transactions in QBSE. We in the Community are always ready to help you out.
