That's a great question, myfocusstt. Your transaction history is indeed essential for accurate income, expenses, and tax tracking. To see your most recent entries, simply reauthenticate your bank feed connection in QuickBooks Self-Employed (QBSE).
When your bank connection has lapsed because consent wasn't reconfirmed, only your recent transactions won't sync into QuickBooks. However, your account remains connected, and your existing data is safe. To restore the connection and begin downloading new transactions, simply reauthenticate your bank feed. This way, you'll keep all your transaction history while ensuring everything stays updated. To do this, here's how:
- Go to Settings and select Bank accounts.
- Click the dropdown arrow next to Link account.
- Select Manage connections.
- Next to the bank you need to reconfirm consent for, select the More ⋮ icon.
- Select Manage consent.
- When you're ready, click Reconfirm.
- Hit OK to confirm.
For more information about managing your bank feed connection, please see this article: Reconfirm your bank feed connection in QuickBooks.
If you have any additional questions or need assistance as you reconnect your bank in QuickBooks, don’t hesitate to reach out. We’re always here to help.
