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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

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