Thanks for joining this thread, @Achilles. It's my priority to ensure you'll be able to update your bank transactions.
In QuickBooks Self-Employed (QBSE), you'll see the Bank Accounts option in the Gear icon under the Transactions column. If you don't see this option, you can select the Connect bank button instead. This will route you to the Bank Accounts page. Once done, you can now follow the steps outlined by my colleague, CharleneMae_F to update your bank connection.
If you're using QuickBooks Online (QBO), you'll only see the Transaction or Banking menu. This will route you to the Banking page and from there, you'll see the bank or credit card accounts connected to your QBO. Then, refer to the steps below in updating your bank:
- From the Banking page.
- Click the Update button.
- If prompted, enter your Multi-Factor Authentication (MFA).
- Then, click Continue update.
For your reference, please visit this article: Download the most recent bank and credit card transactions in QuickBooks Online. This also includes links on how you can resolve banking errors.
In case you have to enter past transactions in QuickBooks, you can browse through these articles for detailed instructions:
Then, to ensure your transactions will be allocated to the correct categories and accounts in QuickBooks, you have to categorize them. The following are the links that will guide the process:
I'm always around in the Community if you have any other banking concerns. Don't hesitate to post again here. Take care.
