Hi katie-wheatlandf,
Welcome to Community! Missing transactions can happen when the connection between your financial institution and QuickBooks Online is disrupted. Don't worry, you can still upload the transactions and ensure your books are balanced. I'd be happy to show you how!
You can manually upload the missing transactions by following the steps in this helpful guide. However, it's important to know the starting date of the missing transactions. You can locate it by follow these steps;
1. From Settings ⚙ in the top right of your dashboard, select Chart of Accounts
2. Locate the account in your list and select Account History in the Action column
3. Write down the date of the Last Transaction
1. Sign in to your bank or credit card's website.
2. Make sure the Date range for the transactions is aligned with the missing transactions in QuickBooks
3. Follow your bank's instructions to download your file in CSV format
4. Download your transactions and save the file where you can easily locate it
5. Open and review the file to make sure it's in the correct format before you upload it.
You're ready to upload them into QuickBooks, following the detailed steps in the guide provided above.
If you notice any duplicate entries, here's how to remove them:
1. From the For Review tab, checkmark the box beside all duplicated entries
2. Select Exclude from the tab that appears
Note: You can permanently delete the transactions from the Excluded tab by selecting all items and then hit Delete. This process is irreversible and any transactions deleted in error will need to be recreated manually.
You're ready to match and categorize your transactions. In addition, you can set up Bank Rules so QuickBooks will automatically categorize the transactions to save valuable time moving forward.
Please feel free to reach out if you have other questions. We're here for you!
