Memorial Day Sale 90% OFF QuickBooks for 3 months.* Limited time only

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
nfishwick-live-c
Level 1

I am using Self-Employed. There are a massive number of transactions missing from July and August. What do I do?

The whole of July is missing.  
All but one transaction from August is missing.
2 Comments 2
RhoiceW
QuickBooks Team

I am using Self-Employed. There are a massive number of transactions missing from July and August. What do I do?

Hi there, nfishwick. I can help you refresh your bank transactions in your QuickBooks Self-employed (QBSE) account.

 

Missing transactions can sometimes be caused by delays or interruptions. With this, consider refreshing your bank feed to ensure all are successfully downloaded.

 

Here's how:

 

  1. Go to the Gear icon, then select Manage accounts.
  2. Locate the bank that's connected to your account. 
  3. Select Refresh all to refresh your bank accounts.

 

I've added a couple of screenshots for your visual reference.

 

 

If the transactions are still missing after you refresh your banks, consider manually uploading your bank transactions using a CSV file into your QBSE account.

 

Here's how:

 

  1. Go to the Gear icon, then select Import transaction.
  2. Locate the bank account that has missing transactions.
  3. Select Import older transactions.

 

I've also added a screenshot for your visual reference. 

 

 

Refer to this article for more detailed steps in importing your bank transactions in your QBSE: Manually import transactions into QBSE.

 

In addition, you can refer to this article to learn how to categorize your bank transactions in QBSE: Categorize transactions in QBSE.

 

Feel free to comment if you are still concerned about your missing QBSE transactions. I'm always here to help.

nfishwick-live-c
Level 1

I am using Self-Employed. There are a massive number of transactions missing from July and August. What do I do?

Thank you.

I had to reconnect the Bank via the "connect bank" - not sure why, since transactions from the last few days were there.  But it is fixed now.

With THANKS

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us