We want to help you download bank transactions in QuickBooks Self-Employed. However, we need more information about it to ensure a timely solution and to get this sorted out as soon as possible.
Are you getting any bank error in your account? Did you upgrade to Open Banking already? Any additional details you can share would be much appreciated.
We’ve received reports that some customers are having issues with the Halifax bank when upgrading to Open Banking (INV-48420). Our engineers are working closely with your bank to get this feature working back to normal.
In the meantime, I recommend refreshing the connection of your bank accounts. This way, you'll be able to check if your bank transactions will download and to check if there are error messages during the process.
Here's how:
Log into your QuickBooks account.
Click the cogwheel icon in the upper-right corner.
Select Bank accounts below Transactions.
Press Refresh all.
For those affected users, I want to ensure you’re up to date about the resolution status. However, the process requires collecting personal data.
Since the security of your account is our top priority, I recommend contacting our Self-Employed Support Team. One of them will help you sign up for the list of affected users to receive updates via email.
You can visit the Contact QuickBooks Self-Employed Support article for detailed instructions. It contains steps on how to reach out to them through a web browser or mobile app.