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nigelspencepubli
Level 1

Missing transactions

 
1 REPLY 1
Angelyn_T
QuickBooks Team

Missing transactions

I appreciate you for sharing your concern here on the Community, @nigelspencepubli.

 

You need to update your bank to bring the missing transactions to QuickBooks. I'm here to guide you with the process.

 

  1. Open your QuickBooks Self-Employed (QBSE) account.
  2. Go to the Gear icon, then select Bank accounts under Transactions.
  3. Click on Refresh all from the Bank accounts window.

 

If the transactions are still missing, you can import them to QuickBooks manually using the Web Connect process. For your guide, you can open this link: Manually import transactions into QuickBooks Self-Employed.

You can also add them manually from the Transactions page. Here's how: Manually add transactions in QuickBooks Self-Employed.

 

Once the transactions are available in QuickBooks, here's how you can categorise them.

 

If you have any other questions about handling missing transactions, please let me know by adding a comment below. I'm always here to help. Have a good one!

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