Find missing downloaded transactions in QuickBooks Online

If you cannot find transactions you downloaded from your bank, you can locate them by ensuring they have been imported, searching for them, checking your account filters, and reviewing the tabs in the Banking menu. Locating these missing transactions is important for keeping your financial records accurate and up-to-date.

Ensure your latest transactions are downloaded

First, confirm that QuickBooks has downloaded the most recent transactions from your bank account.

1. From the Banking tab, select the bank account you are working with.
2. Select Update to download the latest transactions from your bank.
3. Once downloaded, you must Add or Match the transactions to reconcile them with your records in QuickBooks. Transactions won't appear on your books until they are categorized.

Use search and filters to find transactions

If your transactions have been downloaded but are still missing, use the search and filter functions to locate them.

1. From the Banking tab, select the account you're having trouble with.
2. Select Transactions to see a list of all transactions in that account.
3. Use the search bar to look for the transaction by name, amount, or date range.
4. If you still cannot see the transaction, select Filter and check that the current filters are not excluding the transaction you are looking for.
5. Adjust the filters as needed and select Apply to see if the transaction appears.

Check the tabs in the Banking menu

A missing transaction may be in one of the specific tabs within the Banking menu. From the Banking tab, select the tile for the bank or credit card account to review the following areas.

For review tab: QuickBooks places all newly downloaded transactions here. If you find the missing transaction, you must categorize it so it will appear on your books.
Categorized tab: This tab shows transactions you have already categorized. Review the Added or Matched column to see which account a transaction was categorized into. If a transaction is in the wrong account, you will need to unmatch and move it.
Excluded tab: Transactions you mark as personal or duplicates are moved here and are not added to your accounts. If you find your transaction here and want to include it, select Undo in the action column. Then, return to the For review tab to categorize it into the correct amount.

Review account history and uncategorized accounts

If you are still unable to find the transaction, it may be an older transaction in your account history or in an uncategorized account.

Follow this link to complete the steps in product

To check account history: Go to the bank account and select Account history. Find and select the transaction to see its complete history.
To check uncategorized accounts: If you do not assign transactions to a specific account, QuickBooks places them in either the Uncategorized Income or Uncategorized Expense account. To check these, find the account, select Run report, and look for the transaction on the report.

Manually upload bank transactions

If you still cannot find the transaction, you may need to manually upload it.

Banks can limit the date range for automatic downloads, so transactions outside that range will not be imported. You will need to get the transaction data from your bank and manually upload it to QuickBooks Online