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b_mantei
Level 1

I see transactions on my bank accounts that are not showing up on quick books. First I had all these duplicate transactions and now I have missing ones.

 
1 Comment 1
AileneA
QuickBooks Team

I see transactions on my bank accounts that are not showing up on quick books. First I had all these duplicate transactions and now I have missing ones.

Thank you for reaching out to the Community. I am here to help you sort this out, @b_mantei. We can manually delete the duplicate transactions. Then, we can manually add the missing data in the QuickBooks Self-Employed. Let me walk you through the step by step process:

 

 

To delete duplicate transaction here's how: 

 

  1. Go to Transactions menu.
  2. Click the duplicate transaction. 
  3. Mark check the Exclude this transaction box. 
  4. Tap Save

excl..PNG  

 

To Add missing transaction here's how: 

 

  1. Click Transactions menu.   
  2. Tap Add transaction.  
  3. Enter the amount and under transaction enter a description. 
  4. Select a Category menu and choose the best option to organize your transaction
  5. If you have a receipt, you can drag and drop it onto the form. 
  6. Hit Save

 sales.PNG

 

sales1.PNG

 

sales2.PNG

 

 

I've added these articles to help you modify and add transactions in QuickBooks Self-Employed:  

 

 

Thanks for giving me the opportunity to help. Wishing you the best with your business endeavors. Have a great day ahead!

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