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smile-willenicec
Level 1

I reconnected my bank account in QBO; using the date of 31 July. The 4 txns dated 30 July had not been imported. These are now missing in QBO; can you help?

Prior to disconnection QBO showed the last bank account update as being 30 July.
1 REPLY 1
LollyNino_C
QuickBooks Team

I reconnected my bank account in QBO; using the date of 31 July. The 4 txns dated 30 July had not been imported. These are now missing in QBO; can you help?

Thank you for getting in touch, @smile-willenicec. I'm here to assist you in locating your missing bank transactions within QuickBooks Online (QBO).

 

Before we proceed, could you please confirm the name of the bank account that is displaying the missing transactions? Any additional details you can provide will help us in resolving the issue.

 

In the meantime, I recommend logging into your bank's website to check for any messages, notifications, or alerts that may require your attention. Sometimes, bank system maintenance or server issues can lead to delays.

 

If everything is good, we can troubleshoot by manually updating your account to bring in transactions and refresh the connection between your bank and the program.

 

Here's how:

 

  1. Go to the Transactions, then Bank transactions.
  2. Select the blue tile for your linked account.
  3. Click Update.

 

Once the update is finished, please review the For Review tab to locate the missing transactions. If the transactions for July 30 have not been synchronised yet, you can manually upload them. If any duplicate transactions appear, you'll need to exclude them.

 

Furthermore, please refer to this article for assistance with reviewing and organizing your bank transactions, as well as reconciling your uncategorised accounts and identifying any missing transactions in QBO:

 

 

We're always ready to help if you have other inquiries about handling bank accounts or managing bank transactions inside the program. Feel free to visit us anytime or comment below. Have a great day!

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