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Welcome to the Community forum, Mjscusto. Refreshing your bank connection helps update your transactions. I'm here to discuss this and lay out the process.
QuickBooks Self-Employed (QBSE) program relies on data imported from your banking institution. Therefore, we can manually update the connection to ensure you have access to your most recent bank data. To accomplish this, please follow the steps outlined below:
Also, your bank might be carrying out system maintenance, or there could be notifications requiring your attention. In such instances, I suggest logging into your bank's website or contacting their Technical Support Team.
In the meantime, you can manually import your bank transactions using a CSV file.
Once you've refreshed the connection, here's a reference for reviewing your transactions to ensure they're classified correctly: Categorise transactions in QuickBooks Self-Employed.
Keeping your financial records accurate is our highest priority, and I'm available to guide you through every step. If you need extra assistance updating your bank transactions, kindly return to this thread.
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