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kate40
Level 1

All transactions from July 19, 2019 to December 31, 2019 have gone missing from all my Wells Fargo accounts in QB Self-employed.

 
3 Comments
MirriamM
Moderator

All transactions from July 19, 2019 to December 31, 2019 have gone missing from all my Wells Fargo accounts in QB Self-employed.

Thanks for reaching out to the Community forum, @kate40.

 

One of the reasons why some of the entries are missing is due to Filters. To isolate the issue, let's go to the Transactions page and set the date period to All option.

 

Here's how:

  1. In the left menu, click Transactions
  2. In the TypeAccount, and Date drop-downs, choose All.
  3. Hit the Date column header to sort the list by date.

t1.JPG

If transactions are still missing, I recommend downloading a copy of these transactions from the bank again using a CSV file. Then, import it to QuickBooks. 

 

Before importing data, make sure the file is one of the accepted formats. 

  • Ensure that the file is a CSV (comma-separated values) format.
  • CSV file should contain the following information: Date, Description and Amount.
  • Check if the file has blank lines if it does delete them.
  • Please make sure to select the column header labels.

Once verified, see the below steps: 

  1. Select the Gear icon at the top.
  2. Choose Imports.
  3. Under ACTION column, pick Import older transactions on the right for the account you want the transactions to belong to.
  4. Hit Browse to locate your file for upload. 
  5. Pick Continue.
  6. Click Done.

Here are some screenshots for your visual guidance:

i1.JPG i2.JPG i3.JPG i4.JPG

 

Take a look at this article for the details: Manually import transactions into QuickBooks Self-Employed.

 

 If there's anything else you need, let me know in the comment section. I'm here to keep helping. Have a nice day!

kate40
Level 1

All transactions from July 19, 2019 to December 31, 2019 have gone missing from all my Wells Fargo accounts in QB Self-employed.

Thanks for the quick reply. 

 

Unfortunately, even with filters set to "all," the transactions for all of my Wells Fargo accounts are missing from April 12, 2019-July 12, 2019.

 

I also tried to download them, but there is no .CSV option available through Wells Fargo, as shown in this screenshot:

 

Screen Shot 2020-07-12 at 3.06.08 PM.png

 

I selected the QB web connect option and they were rejected when I attempted to upload them.  

 

Surely, there's a simpler way to do this?

 

Thank you.

Catherine_B
QuickBooks Team

All transactions from July 19, 2019 to December 31, 2019 have gone missing from all my Wells Fargo accounts in QB Self-employed.

I'm here to ensure that we get your transactions to be downloaded and imported, kate40.

 

I do appreciate the screenshot and it helped me in sorting things out with you.

 

A comma-separated values (CSV) file is a delimited text file. You can select the Comma Delimited option to download your transactions and upload it to QuickBooks. Once they've been uploaded you can open the spreadsheet and see if the file format is CSV, if not select CSV as the file type. Then, Save it. 

 

Now you're ready to import them into QuickBooks. 

  1. Go to the Gear icon and select Imports.
  2. Select Import transactions under the Wells Fargo.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

When you're done, review and categorize your transactions to put them in your accounts. Just click Transactions from the left menu.

 

Let me know how this works. I'm always here to help you if you need anything else. You take care always and have a great day!

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