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lmichellegrimes
Level 1

I'm missing several income transactions, refreshing the connection with my bank did not work. Will they eventually show up, or do I need to manually import them?

 
1 Comment 1
NerbynMaeI
QuickBooks Team

I'm missing several income transactions, refreshing the connection with my bank did not work. Will they eventually show up, or do I need to manually import them?

There is a possible reason why your income transactions are not showing in your account, Michelle.

 

To begin with, may I ask did you just connect your bank account? Can you tell me the name of the bank? Are you seeing any error codes or messages when you try to refresh the connection? Have you tried setting the Date and Account filters to All on the Transactions page? Additional information from you can help us resolve the problem efficiently and effectively. 

 

If you just connected your account, keep in mind that banks usually send over transactions from the last 90 days. For anything older than that, you'll need to download the transactions from your bank's website in a CSV file format and then upload it to QuickBooks Self-Employed.

 

Here's how:

 

  1. Log in to your QuickBooks account.
  2. Go to the Profile ⚙ icon.
  3. Select Import Older transactions.
  4. Follow the onscreen steps to upload the CSV file.

 

After that, we can check if they've already been synced in QuickBooks by selecting "All" for the Type, Account, and Date filters.

 

You can also refer to this article for guidance in helping you organize your transactions in QBSE: Categorize transactions in QuickBooks Self-Employed.

 

Don't hesitate to leave a comment if you have additional questions with your income transactions.

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