cancel
Showing results for 
Search instead for 
Did you mean: 
Intuit
1 helpful vote

What to do if you can’t find downloaded bank transactions

Learn how to find missing transactions downloaded from your online bank and credit card accounts.

When you first connect your online bank and credit card accounts, QuickBooks Online downloads the last 90 days of transactions. QuickBooks automatically downloads new transactions nightly around 10 PM PT.

If you can’t find transactions you already downloaded, or don’t see new ones, here’s how to find them. We’ll do a manual download, check different areas, and review your chart of accounts.

Step 1: Manually download your latest transactions

If you don’t see a transaction you expect to see, manually download the latest ones available.

  1. Go to the Banking menu.
  2. Select the blue tile at the top for the bank account you want to update.
  3. Select Update.

Feel free to keep working during the update. You’ll get a notification when it’s finished. Check your bank feed again for the missing transaction and categorise it into the correct account.

If you still don’t see it, learn what do when bank transactions won’t download.

Step 2: Check the Banking menu

If you can’t find a transaction you already downloaded, it may be stuck somewhere along the road. Check the Banking menu.

  1. Go to the Banking menu.
  2. Select the blue tile for the bank account you want to review.
  3. Select the For Review tab. This is where QuickBooks puts successfully downloaded transactions.
  4. If you find the missing transaction, categorise it into an account. Transactions won’t show up on your books until you categorise them.

Next, go to the Reviewed tab.  Look for your transaction and review the Added or Matched column - this lists the account you put the transaction into.

If you find your missing transaction and notice it’s in the wrong account:

  1. Select Undo from the action column. The transaction will go back to the For Review tab.
  2. Go back to the For Review tab and categorise it into the correct account.

Finally, check the Excluded tab. If you mark a transaction as personal or a duplicate, it goes here and won’t be added to QuickBooks.

If you find your missing transaction and want to add it to QuickBooks.

  1. Select Undo from the action column. The transaction will go back to the For Review tab.
  2. Go back to the For Review tab and categorise it into the correct account.

Step 3: Review your accounts

If you’re looking for an older transaction, review your bank account history.

  1. Select the Accounting menu.
  2. Open your Chart of Accounts.
  3. Find your bank account and select Account history.
  4. Look for the transaction on the list.

Step 4: Check your uncategorised accounts

If you don’t categorise transactions into a specific account, they go into either Uncategorised Income or Uncategorised Expenses. Check these accounts for your missing transaction:

  1. Go to the Accounting menu.
  2. Open your Chart of accounts.
  3. Find Uncategorised Income or Uncategorised Expenses.
  4. Select Run report.
  5. Look for your missing transaction on the report.

To move a transaction out of Uncategorised Income or Uncategorised Expenses:

  1. Go to the Banking menu.
  2. Go to the Reviewed tab.
  3. Find the transaction on the list.
  4. Select Undo from the action column. The transaction will go back to the For Review tab.
  5. Go to the For Review tab and categorise it into the correct account.

Was this helpful?

You must sign in to vote, reply, or post