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liz_spaanderman
Level 1

Can I recover missing transactions in reconcile window,most of july is not there?

 
1 Comment 1
JenoP
Moderator

Can I recover missing transactions in reconcile window,most of july is not there?

There's a couple of reasons why a transaction won't show up when reconciling, liz_spaanderman.

 

First, let's double-check if there's a filter that's hiding them out. Here's how:

 

  1. Click the Funnel icon in the left-hand side of the Reconcile window.
  2. Select All under the Cleared statusTransaction type, and Payee fields.
  3. You might also need to change the date starting from July 1 until the end of the month.
  4. Click Apply.

Second, make sure that the transactions are posted under the correct bank account. Let's exit out of the Reconcile window. Then, open each transaction and edit the bank account in case they're recorded using an incorrect one. 

 

Third, transactions might have been accidentally deleted if you can't see them at all in your Expenses and Sales menu,  You'll need to recreate them or re download from your bank. 

 

Please don't hesitate to post your follow-up question below. We'd want to make sure that you're able to complete your reconciliation. 

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