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jeffrey-peyton
Level 1

I am missing transactions from all my accounts in the middle of 2024...July to mid December. Then transactions start appearing again. How do you resolve this?

This is for all accounts, and for exactly the same dates.

1 Comment 1
RhoiceW
QuickBooks Team

I am missing transactions from all my accounts in the middle of 2024...July to mid December. Then transactions start appearing again. How do you resolve this?

Hi there, Jeffrey.

 

I appreciate you informing us about the missing transactions in your QuickBooks Self-Employed (QBSE) account. Let's begin by checking your bank connection to ensure it hasn't been disconnected. I'll guide you through this process.

 

Could you please provide the name of the bank linked to your account? This will allow us to check for any ongoing issues related to it.

 

It's possible that your bank's connection in QBSE was interrupted. This explains why it wasn't updating on your end. However, it reconnected, which is why it is showing again.

 

You can consider refreshing your bank in QBSE. Here's how:

 

  1. Click the small gear icon beside your profile name.
  2. Select Manage accounts.
  3. Click Refresh all to update your bank.

 

Then, if there are still missing bank transactions, we can manually upload them to your account by clicking Add transaction. Ensure to follow the transaction under your bank statement to ensure accuracy.

 

Furthermore, visit this post for more guidelines about manually adding your transactions in QuickBooks.

 

Additionally, to organize your transactions, you may categorize them, so you know what areas of your self-employed business have the biggest impact.

 

Our objective is to guarantee that you'll have a smooth experience in QuickBooks, Jeffrey. Should you have any additional questions or require clarification on this topic, please feel free to post in this forum. I'm here to assist you.

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