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Find missing downloaded transactions

by Intuit•128• Updated 2 weeks ago

Learn how to find missing transactions downloaded from your bank in QuickBooks Online.

When you first connect your bank and every night after, QuickBooks Online automatically downloads the latest transactions. If you can’t find them, you can update your connection, review your transactions, or review your chart of accounts.

Note: QuickBooks doesn’t download pending transactions. It only downloads posted transactions from your bank.

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For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

Update your bank connection

Refresh your bank connection to sync any missing transaction into your QuickBooks account.

Follow this link to complete the steps in product

  1. Go to Transactions, then select Bank transactions.
  2. Select Update .
  3. Find your transactions in the For review section.

Note: You can fix the issue where bank transactions won’t download.

Review your transactions

Find missing transactions in the Transactions section and categorize them into the correct account.

Follow this link to complete the steps in product

  1. Go to Transactions, then select Bank transactions.
  2. Select your bank.
  3. Find your transactions in the For review, Categorized, or Excluded tabs.
  4. Categorize them to the correct account.

Pending

These are your recently downloaded transactions. When you find the missing transaction. You can categorize them to make the missing transaction appear in your books.

Posted

These are your already categorized transactions. You might find the missing transaction categorized into the wrong account. If so, you can unmatch and move it.

Excluded

These are transactions that you excluded or marked as personal or duplicate. If you find the missing transaction here, you can select Undo, then categorize it in the For review tab.

Review your account history

For older transactions, you can review their details in your account history to find missing transactions.

  1. Select the gear Settings gear icon. icon, then select Chart of accounts. (Take me there).
  2. Find the bank account, then select View register.
  3. Select the transaction you want to review to get more details.

Check your uncategorized accounts

If you don’t categorize transactions into specific accounts, QuickBooks puts them into the Uncategorized Income or Uncategorized Expense account. You might find your missing transaction there.

  1. Select the gear Settings gear icon. icon, then select Chart of accounts. (Take me there).
  2. Find the Uncategorized Income or Uncategorized Expense account.
  3. Select Run report.
  4. Find your missing transaction in the report.
  5. Unmatch and move them.
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