Banking

I appreciate the steps you've taken to update your Chase bank, Joe2851. Let me direct you to the support team that can help you update your bank transactions in QuickBooks.

Since the steps you've taken didn't update your Chase transactions after hitting the Refresh All button in QuickBooks, I'd recommend reaching out to our QuickBooks Self-Employed Support Team. They can securely review your account and create an investigation ticket if other users are experiencing the same issue.

To reach them, follow the steps below:

1. Go to Help (?) and select Contact Us.
2. Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
3. Enter “talk to a human”, then select Continue.
4. Choose which way you want to connect with us.

• Have us call you - Get a call from a support expert.
• Chat with us - Start a conversation with a support expert.

To learn more about their support hours and types, see this link: Contact QuickBooks Self-Employed Support.

For the time being, you may utilize the web connect feature by bringing your bank entries to QBSE manually. You can check these articles for the detailed steps: 

• Add older transactions to QuickBooks Self-Employed
• Manually add transactions in QuickBooks Self-Employed

Additionally, I'll be sharing these resources that will help you categorize your bank transaction and how QuickBooks Self-Employed matches it to a line on your Schedule C categories:

• Categorize transactions in QuickBooks Self-Employed
• Schedule C and expense categories in QuickBooks Self-Employed

Please let me know if you have any other banking concerns by dropping a reply below. I'll be around to help you. Take good care.