Missing banking transactions

Hey Danpross,

Which bank provider are you with? Is this a new bank feed or existing bank feed that you are updating? 

The bank is Lloyds. It's worked perfectly for the past two years. 

Hello

We do not have any reports of any issues currently can you try loading QuickBooks in an incognito/private window do you get the same issue?Does it prompt for any additional security like pin sentry or does it bring up any error message?

Thanks

Emma

Do you only get this error when you open QuickBooks on an incognito window?

Thanks,

Talia

Hey danpross, 

Is your bank account currently updating in QuickBooks with recent transactions without error? 

If so you may need to manually enter the missing period of transactions as it is unlikely manually updating the bank will now pull these through. You can batch enter transactions following our guide here for speed.

Hi This link to manually add a missing bank transaction doesn't work 

Hi laurarb06 :waving_hand:

Thanks for joining this thread - if you only have a few missing transactions, it's usually easier to enter these manually, by creating a sales receipt for a sale (+ New > Sales receipt) or an expense for a purchase (+ New > Expense). 

If you have many missing transactions, you can use our import tool to upload a downloaded bank statement of the missing transactions. 

Get back to us below if you have any Q's!

Hi i'm not sure I can do a sales receipt as its for multiple invoices its the end of day card receipts so multiple invoice payments into the bank from Barclays

Let's resolve the error you're having with your Barclays bank account to get your latest transactions, @laurarb06.

We have an ongoing issue with Barclays Bank UK where our customers are unable to get their latest transactions. Our Product Engineering team is already aware of this and now working with the bank to fix the connection. 

You can reach to our Customer Support team to let them add you to the list of affected users and receive an email notification once we resolve this error. Here's the contact the QuickBooks Online Customer Support team article for detailed instructions.

For the meantime, you can manually download the transactions from the bank and then upload the file to your account to add those missing transactions to your account.

Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can now categorise and then reconcile the transactions.

Let me know if there's anything else that I can help. I'm always here to assist. Take care and have a great rest of the day!

Hello Community Users, We just wanted to add onto this thread regarding missing transactions. If you have missing transactions and they are for a recent period like the past 24-48 hours it could be that bank has not updated which is when we would recommend using the update or accessing Quickbooks via a private window on the browser and loading the banking screen.

If you get an error refer to this guide on banking errors

If it is a longer period and it looks like the connection has stopped updating it is worth doing a complete disconnection of the banking connection( chart of accounts>edit under the drop down next to account history on the account>disconnect account on save>save and close) Then reconnect via the banking page.

If the missing transactions are not recent and are sporadic. Report them here on this thread and we'll raise this with our senior technicians . We'd advice manually uploading the missing transactions via a CSV

Any questions or to report an issue please feel free to add them here