I appreciate you reaching out regarding your concern, Big. Here’s some information to help you manage online bank transactions so you can get back to business seamlessly.
To begin with, may I know which banking institution is connected to your QuickBooks Online (QBO) account? Any additional information would help us check any similar cases and verify if there's an issue with the bank.
Sometimes, missing transactions are caused by temporary connection issues between your bank and QBO. These issues can occur due to technical errors, bank maintenance, or changes to your login details. Also, some banks only share the last 90 days of data, so older transactions may need to be added manually.
Since you’re not seeing some charges on your bank statement, please check these tabs on the Banking page:
First, navigate to the For Review tab. The charges have been downloaded but need to be categorized or matched. They may appear in the For Review tab on the bank transactions screen and may not yet be in your account register.
Next, check the Categorized tab. The charge might have been automatically added or matched to a pre-existing transaction, like a bill payment, due to a bank rule or an automatic process. In this case, it won't appear in the For Review tab but will be found in the Categorized tab or directly in your account register/chart of accounts.
Finally, the Excluded tab. The charge may have been accidentally or intentionally excluded from the bank feed (often if it was a duplicate or a personal expense). If excluded, it moves to the Excluded tab and will not be added to your books until you undo the exclusion.
As always, you can drop a comment below if you have additional questions or concerns, and we are here to help.
