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pjmahoneyit
Level 1

I'm missing 8 linked bank deposits from 5/27/2020 thru 7/20/2020 but all deposits before and after that time appear to be there. Can I resync to get missed transactions?

 
Solved
Best answer December 20, 2020

Best Answers
Jen_D
Moderator

I'm missing 8 linked bank deposits from 5/27/2020 thru 7/20/2020 but all deposits before and after that time appear to be there. Can I resync to get missed transactions?

It's nice to have you here, @pjmahoneyit,

 

I want to make sure the missing bank entries are synced properly in QuickBooks Self-Employed.

 

Yes. You can use the Refresh All button to sync bank transactions into the system automatically. This will help fetch the transactions that were not imported, hence, causing the bank balance to be incorrect. See this:

 

If it doesn't work, you have the option to import bank transactions using a spreadsheet. The steps are simple and easy, refer to them below:

 

  1. Click the Gear icon and choose Imports.
  2. For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Hit Continue then Done.

I'm adding a few related articles below to guide you further with the process:

Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!

View solution in original post

3 Comments
Jen_D
Moderator

I'm missing 8 linked bank deposits from 5/27/2020 thru 7/20/2020 but all deposits before and after that time appear to be there. Can I resync to get missed transactions?

It's nice to have you here, @pjmahoneyit,

 

I want to make sure the missing bank entries are synced properly in QuickBooks Self-Employed.

 

Yes. You can use the Refresh All button to sync bank transactions into the system automatically. This will help fetch the transactions that were not imported, hence, causing the bank balance to be incorrect. See this:

 

If it doesn't work, you have the option to import bank transactions using a spreadsheet. The steps are simple and easy, refer to them below:

 

  1. Click the Gear icon and choose Imports.
  2. For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Hit Continue then Done.

I'm adding a few related articles below to guide you further with the process:

Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!

View solution in original post

pjmahoneyit
Level 1

I'm missing 8 linked bank deposits from 5/27/2020 thru 7/20/2020 but all deposits before and after that time appear to be there. Can I resync to get missed transactions?

Thank you @Jen_D, the Refresh All fixed it up for me!

Jen_D
Moderator

I'm missing 8 linked bank deposits from 5/27/2020 thru 7/20/2020 but all deposits before and after that time appear to be there. Can I resync to get missed transactions?

That's awesome to hear, @pjmahoneyit,

 

I'm glad everything is all sorted out for you. If you need any help with the program, do let me know anytime.

 

I'll be more than happy to work with you again. Happy holidays!

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