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brannon-ballenth
Level 1

Has anyone had difficulty with missing chunks of data that did not auto populate from connected banking accounts?

I am missing a month and a half from 2/9-3/24, but transactions synced before and after those dates
1 Comment 1
Ethel_A
QuickBooks Team

Has anyone had difficulty with missing chunks of data that did not auto populate from connected banking accounts?

Welcome to the Community, Brannon.

 

I'm here to help you update your bank connection in QuickBooks Self-Employed to keep your account updated and download all transactions.

 

Before doing so, May I know the name of your bank so we can check if there are reports of the same issue?

 

Also, QuickBooks depends on the data provided by your financial institution. Thus, missing transactions may occur due to delays or interruptions in the bank connection and the program. It can also be your bank is currently undergoing maintenance. To verify this, visit their website.

 

Additionally, we can check if they have already been synced in QuickBooks by selecting All for the TypeAccount, and Date filters to ensure that no transactions are overlooked.

 

I recommend manually updating your bank connection.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Connect Bank/Bank accounts under Transactions.
  3. Click the Refresh All button.

 

In addition, you can get older transactions directly from your bank or manually import them to your online account using a CSV file.

 

Once done, you can categorize them to ensure they are assigned to the correct line of your Schedule C. 

 

Let me know if you have questions about updating your bank connection in QuickBooks Self-Employed. I'm always here to help. Have a great day.

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