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orders-chooksatt
Level 1

Please help - Some weeks of my bank account appear to be getting completely skipped when I’m scrolling through trying to review expenses. How can I fix this?

 
1 Comment 1
MichelleBh
Moderator

Please help - Some weeks of my bank account appear to be getting completely skipped when I’m scrolling through trying to review expenses. How can I fix this?

I can provide troubleshooting steps for correcting your missed banking transactions in QuickBooks, @orders-chooksatt.

 

I'll ensure that your expenses transactions will flow to your QuickBooks Online (QBO) without a moment's delay. This way, you can classify them anytime. 

 

Missing transactions will usually resolve by updating the connection between your bank and QuickBooks. To do this, follow the steps below: 

 

  1. Go to the Banking tab on the left side. 
  2. Click the Update button. 
  3. Filter the Date and review the transactions. 

 

If the issue persists, I'd recommend logging in to your bank website to check if there are notifications that need to be acknowledged. If there's no problem on your bank's side, I'd suggest importing the transactions manually. 

 

Here's how: 

  1. Download the transactions from your bank via CSV. 
  2. Then go to the Banking tab and select Upload from a file in the Link account .
  3. Choose your files and click Continue
  4. Select the account you wish to upload the transactions into and click Continue.
  5. Match the columns and follow the on-screen instructions. 

 

For more information, see this link: Manually upload transactions into QuickBooks.

 

If you ever encountered issues with importing the transactions, you can perform the troubleshooting steps here. Once done, you can categorise your transactions and reconcile the bank whenever you're ready. 

 

Furthermore, I'd encourage you to visit these articles about handling your banking transactions and chart of accounts. 

 

 

Lastly, may I know the name of your bank? So I can check our reports as well if there's an ongoing investigation.

 

Remember that you can always ask me about any topics or other processes within QuickBooks. I'm always ready to work with you again. Take care, orders-chooksatt.