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gma-malina
Level 2

Hello! My transactions from May 20, 2020 to January 11, 2021 are missing. I dont know what happened and why specifically this period is missing. How can I load them on Quickbooks?

 
1 Comment 1
RenjolynC
QuickBooks Team

Hello! My transactions from May 20, 2020 to January 11, 2021 are missing. I dont know what happened and why specifically this period is missing. How can I load them on Quickbooks?

Hello there, gma-malina.

 

When transactions are missing, it might be due to the following reasons:

 

  • An update on your bank’s information such as the name (bank merger), account number and login credentials require you to refresh it in QuickBooks Self-Employed.
  • Ongoing maintenance from your bank’s website.

Let's try to refresh your bank by going to the Gear > Bank accounts > Refresh all. Here's a sample screenshot for a visual reference:

 

 

If the transactions are not updated, then you can manually add them. Here's an article for the detailed instructions: Add older transactions to QuickBooks Self-Employed.

 

You can always get back to me if you have any additional questions or other concerns. Take care and stay safe!

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