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I have a missing transaction that I used on a credit card. I've verified the transaction did take place on that date, but doesn't show up on Quickbooks, so frustrating! Any ideas how to sync or manually add it into QB self employed?

 
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QuickBooks Team

I have a missing transaction that I used on a credit card. I've verified the transaction did take place on that date, but doesn't show up on Quickbooks, so frustrating! Any ideas how to sync or manually add it into QB self employed?

Let me help you in adding this transaction in QuickBooks, @joetr.

 

First, let's refresh your bank. This way, we can check if the missing transaction will appear after refreshing the banking page. Simply click the Gear icon and select Bank accounts. Then, click Refresh all.

 

If you can't still view the transaction, then we can manually import it in QBSE. Here's how: 

 

  1. Go to Settings ⚙ and click Imports.
  2. Select the account you want to add the transactions into.
  3. Click Browse and find the file you've downloaded from your bank.
  4. Select the file and click Open to start the import.
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
  6. Click Continue to complete the import.

 

Once done, you can now categorize your transactions by creating rules to easily review them in QuickBooks.

 

If there's anything else I can help you with, please let me know by clicking the reply button below. 

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