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Level 2

Missing transactions

Quick books hasn't imported some of my transactions (Natwest 16/17 July 2019- there's no error message. I find this alarming as I could have easily missed them. Is it assumed that we manually check each statement to check each transaction? If so is there any way to make this process simple? I know how to import the missing transactions manually - I'm just worried it's happened before and will happen again.
Solved
Best answer 07-27-2019

Accepted Solutions
QuickBooks Team

Re: Missing transactions

Thanks for giving us an update of the issue, @Lucy Cassidy.


Since you continue to get the same result after clicking Refresh All, I recommend reaching out to the Customer Care Team for assistance. 


They can pull up your account in a secure environment, which we are unable to do so in this public forum. If the problem requires further analysis, our representative can create a ticket and send it to the engineers for investigation.


Here’s how to get in touch with support:

  1. Go to https://help.quickbooks.intuit.com/en_GB/contact.
  2. Choose QuickBooks Self-Employed from the list.
  3. Fill in the necessary fields.
  4. Click Ask Your Question.

An agent will get back to you within 1 business day. 


Let me know how this goes and if you need anything else. I’m here to help anytime. Take care! 
 

View solution in original post

9 REPLIES 9
Level 2

Re: Missing transactions

Update: Strangely I just tried to import the missing transactions (by manually downloading them from my bank) and then importing them into quickbooks and it says, "we've filtered out the 7 transactions we already have from your bank account" - but when I double check the 7 transactions do not appear . . . Any ideas?


@Lucy Cassidy wrote:
Quick books hasn't imported some of my transactions (Natwest 16/17 July 2019- there's no error message. I find this alarming as I could have easily missed them. Is it assumed that we manually check each statement to check each transaction? If so is there any way to make this process simple? I know how to import the missing transactions manually - I'm just worried it's happened before and will happen again.
Moderator

Re: Missing transactions

Hi Lucy,

 

We've been working on booting our online banking connectivity recently. QuickBooks needs freshened by clicking on the Refresh All button. 

 

 

If none of the bank transactions are showing up, please contact us. We'll have it escalate to our engineers for them to find a fix. Please click on to connect with us. 

 

 

If you have any questions, please post them here. 


 

 

 

Level 2

Re: Missing transactions

Thank you for your reply. I've refreshed as you suggest but this has made no difference, I still have some missing transactions
QuickBooks Team

Re: Missing transactions

Thanks for giving us an update of the issue, @Lucy Cassidy.


Since you continue to get the same result after clicking Refresh All, I recommend reaching out to the Customer Care Team for assistance. 


They can pull up your account in a secure environment, which we are unable to do so in this public forum. If the problem requires further analysis, our representative can create a ticket and send it to the engineers for investigation.


Here’s how to get in touch with support:

  1. Go to https://help.quickbooks.intuit.com/en_GB/contact.
  2. Choose QuickBooks Self-Employed from the list.
  3. Fill in the necessary fields.
  4. Click Ask Your Question.

An agent will get back to you within 1 business day. 


Let me know how this goes and if you need anything else. I’m here to help anytime. Take care! 
 

View solution in original post

Level 2

Re: Missing transactions

Thank you
Level 2

Re: Missing transactions

They have now appeared!
QuickBooks Team

Re: Missing transactions

You're welcome, @Lucy Cassidy.


I'm glad the missing transactions are now showing on your end. You can start reviewing them from the Transactions tab.


Here’s an article for reference: Categorising & editing transactions in the mobile app.


Reach out to the Community again if you need anything else. I’m here ready to help. Have a good one!
 

Level 1

Re: Missing transactions

Hi, I'm glad your issue has sorted itself out. I have realised I have a massive gap between 1 May 19 to October 2019 and no matter how many times I 'refresh all' they never appear.

 

Can I ask what you did in between to get them to appear?

 

Thanks for your time

Moderator

Re: Missing transactions

Hello PTing,

 

When connecting your bank account to QuickBooks Self-Employed, the system downloads 90-days to 24 months worth of historical banking transactions. After that, QuickBooks Self-Employed will download your banking transactions in a regular basis (every 24 hours). Clicking the Refresh all button bypasses the usual system process and downloads again the historical banking transactions.

 

Though you can refresh the list manually, the downloaded banking transactions still depends  on what your bank shares with us. You can reach out to your bank and verify why the transactions cannot be downloaded in QuickBooks Self-Employed. Aside from that, you can also ask a .CSV file for your banking transactions. Then, you can import it the program:

  1. Go to the Settings () icon in the upper-right corner and select Imports.
  2. Look for the connected bank account and click Import older transactions under the ACTION column.
  3. Follow the onscreen instructions to finish importing process.
  4. Select Import.

Here are some articles that you can use for reference when dealing with downloaded banking transactions:

If you still need help in downloading your historical banking transactions, I'd recommend reaching with our Customer Service Team. They can give you more options on how to complete this task. Here's how you can reach them:

  1. Go to https://help.quickbooks.intuit.com/en_GB/contact.
  2. Select QuickBooks Self-Employed.
  3. Fill in the necessary fields such as Your Email, First Name, Last Name, Question, and Phone Number.
  4. Click the Ask Your Question button.

While you're at it, you can get back to us if you need more help with this.