Hello there, @MooreLifePM.
We aim to improve your overall experience when updating a bank account inside QuickBooks Self-Employed (QBSE). Before anything else, we'd like to know which bank you're trying to update inside the program.
In the meantime, we recommend doing a manual update to pull up new transactions from your bank to your QBSE company. We'll write down the steps:
- Access your QuickBooks Self Employed company.
- Click the Gear icon, and then select Bank accounts.
- Select the Refresh all radio button to update your banks.
If you tried refreshing the account and the issue persists, consider downloading your bank transactions outside QuickBooks and importing them manually to your company file. Refer to this page for more details: Manually import transactions into QuickBooks Self-Employed.
We also recommend contacting our Customer Care Team so they can access your company in a secure environment, conduct further investigation to determine and address the root cause of the problem, and provide updates on the changes made inside QBSE. See this article for support availability: Contact QuickBooks Self-Employed Support.
In case you wish to download a copy of your business reports outside the program, feel free to check this page for further guidelines: Export transactions and get reports in QuickBooks Self-Employed.
We're only a click away if you require assistance with banking-related tasks or need help getting new bank transactions and managing them efficiently inside the program. Don't hesitate to visit the Community space or comment below. Keep safe.
