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taradinoski+biz.
Level 1

Direct bank download from chase to QBSE is missing several transactions

this happens quite frequently where there are glitches / errors in the system and these appear to be one of those
1 Comment 1
LeizylM
QuickBooks Team

Direct bank download from chase to QBSE is missing several transactions

I appreciate for bringing up your concern about bank transactions not downloading, aradinoski+biz. I have the steps you can perform to ensure that your banking issue will be resolved and your bank data shows updated.

 

It's great to have the Online Banking Feature that saves you time by automatically downloading your bank transactions. You may have noticed missing transactions since some banks only allow QuickBooks to download at least 90 days of transactions.

 

On the other hand, you may have an issue with your bank connection at the time you uploaded the transactions. To confirm that these transactions are posted in your bank account, you can log into your account on the bank's website and check if you see the transactions.

 

However, if there are no issues, I recommend clicking the Refresh All button from the Banking page.  This allows you to refresh the bank's connection and see the most recent transactions.

 

You can read this article for more details about manually importing transactions in QBSE: Manually import transactions into QuickBooks Self-Employed.

 

Once you're done, go to the Transactions menu and categorize your imported transactions. This way, QuickBooks puts them on the correct line of your Schedule C.

 

Keep me posted if you have further questions about managing your bank transactions and other QBSE-related concerns. I'm always here to help.

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