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kels-rush77
Level 1

My halifax account transactions stop at november. Where have the rest of my transactions gone? Is the data I've been inputting gone?

I've just logged back on to do some tax work. I was a few weeks from finishing all my transactions for 2024/25. I was scrolling down the transaction list and for some reason it cuts off on the 14th November. What's going on? To clarify the bank has been resynced to QB so I have no idea why it's showing everything up to November 2024.

1 REPLY 1
JorgetteG
QuickBooks Team

My halifax account transactions stop at november. Where have the rest of my transactions gone? Is the data I've been inputting gone?

We appreciate you for bringing this issue to our attention, Kels-rush77. We recognize how important it is to keep your financial data intact, especially for tax preparation.

 

It seems there might be a temporary problem with the connection between QuickBooks and Halifax, which is why transactions after November 14, 2024, are not appearing. Incomplete data can occur due to temporary disruptions or mismatches between the bank's data transmission and QuickBooks data retrieval processes.

 

To address this, we suggest clearing your browser's cache. This step eliminates stored data that may be causing display or performance issues. Also, ensure you're using a supported browser if the current one isn't interacting well with QuickBooks.

 

If the issue persists, we recommend contacting our QBSE phone support team. They have the necessary tools to perform a more in-depth investigation to resolve this issue.

 

Here's how:

 

  1. Click this link.
  2. Choose QuickBooks Self-Employed and enter your question or concern.
  3. Select Continue and follow the instructions to sign in to your account to connect with an expert.

 

You can also explore these resources to help you manage your transactions and create bank rules to streamline the categorization process in QBSE:

 

 

Please don’t hesitate to reach out if you have further questions or need assistance. We are here to help.

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