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Hi there, @mkdoman.
I can help you with checking your income and expenses transactions in QuickBooks Self-Employed (QBSE).
As an initial step, let's ensure that the correct period is selected to see the desired transactions. Here's how:
If you're running a report:
If there are still missing transactions, you can try logging in and out to QuickBooks to narrow down the result. Then, open the report through a private window. This browser prevents any virus infections that can cause unexpected behavior when using QuickBooks.
To save you time, use either of these keyboard shortcuts:
If it works fine, go back to your original browser and clear its cache to start fresh.
If the transactions are still missing, possible that they were deleted/excluded from your record. You can manually add them to supply the entries.
For additional resources while working with QBSE in the future, you can also skim through the topics from these links:
If you have any follow-up questions with QuickBooks or your reports, please let me know by adding a comment below. I'm more than happy to help. Have a good one!
Thanks for this info. I've done all of this and the transactions are still not coming up. I can add these things manually, but this still doesn't explain why they are missing in the first place. Quickbooks is linked to my bank account. Why are they just missing?
Thanks for performing the steps that were shared by my colleague above, @mkdoman.
I've got more info on what's causing this issue.
Since you've mentioned that your bank is connected with QuickBooks Self-Employed (QBSE), make sure that it's turned on in the Bank settings. Turning this off will also hide your transactions that are linked to it.
Let me show you the steps to check its status:
If they are still missing or if the bank account is already ON, contact our Customer Support Team. They have the tools that can review your account and trace the cause of this issue.
In the meantime, you can manually add your missing transactions to supply the entries.
I've also included the following articles that will help you in doing your future task with QuickBooks:
Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!
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