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kandk2017
Level 1

I seem to be missing bank transactions from 10/23 to 4/23. I've refreshed, but no affect. How do I see those transactions?

 
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QuickBooks Team
QuickBooks Team

I seem to be missing bank transactions from 10/23 to 4/23. I've refreshed, but no affect. How do I see those transactions?

Thanks for bringing this one to our attention, kandk2017. Let's perform some troubleshooting steps to see your missing transactions in QuickBooks Self-Employed (QBSE) so you to categorize them as soon as possible. 

 

QBSE relies on the data provided by your financial institution and missing transactions may occur due to delays or interruptions in the bank connection and the program. It could also be your bank is currently undergoing maintenance. To verify this, visit their website. Once done, refresh the bank connection again. Here's how:

 

  1. Go to the Gear icon.
  2. Select Connect Bank/Bank accounts under Transactions.
  3. Click the Refresh All button.

 

We can also check if they have already been synced in QuickBooks by clicking All for the TypeAccount, and Date filters to ensure that no transactions are overlooked. If the same thing happens, we'll need to make sure your bank account is not being hidden, as this can prevent QuickBooks from downloading new transactions. Here's how you can check:

 

  1. Click the Profile icon. 
  2. Choose Bank Accounts.
  3. In the Show Account section, tap the toggle to ON.

 

When linking your bank account, your recent transactions download automatically. Most financial institutions allow downloading the last 90 days of transactions. If you can't find the data, it could be because it's older than 90 days. To retrieve the missing entries, you can add the transactions by manually importing them using a CSV file from your bank. Let me guide you on how: 

 

  1. Go to the Profile icon and select Import transactions.
  2. Find your bank account and choose Import older transactions under the Action column.
  3. Tap Browse and select the CSV file you want to import.
  4. You'll be routed back to the Import transactions window. From there, select the Include all transactions option.
  5. Follow the onscreen steps to upload the CSV file and click Continue.

 

I'll also add this article to help you enter single transactions: Manually add transactions in QuickBooks Self-Employed. Once the missing entries are downloaded, you can refer to this article to categorize the transactions: Categorize transactions in QuickBooks Self-Employed.

 

I've always got your back should you need assistance with creating and using bank rules to quickly categorize recent and past transactions. Drop your reply anytime and I'll get back to you. Take care always.

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