I appreciate you for writing today, Bsteff. Let me help you with your concern regarding syncing bank accounts in QuickBooks Self-Employed (QBSE).
To provide the most accurate solution, could you please provide the name of your financial institution and the specific error you have encountered? Any additional information you could share would be greatly appreciated.
QuickBooks relies on the data provided by your financial institution, and consequently, there may be missing transactions due to delays or interruptions in the bank connection. Your bank may also be undergoing maintenance, which could cause issues. To check on this, please visit your bank's website.
To ensure that no transactions go unnoticed, we can check if they have been synced in QuickBooks by selecting the All option for the Type, Account, and Date filters.
Another possible cause of syncing errors could be outdated passwords or login credentials associated with your bank. To resolve this, you must update your bank information by visiting the Banking page and reconnecting the account to QBSE.
In the meantime, you can manually import your transactions into your QBSE account using a CSV file from your bank account.
Here's how:
- In the upper right corner, click the Profile icon and choose Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Click Import.
We also recommend contacting our support team, as they have the tools and expertise needed to access your account and review your case thoroughly. Our dedicated team will provide you with the appropriate guidance and assistance to address your bank connectivity concerns promptly.
Please know that our support team is always ready to help with any questions or concerns you have regarding syncing your bank accounts or any other QBSE-related matters.
