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Anonymous
Not applicable

Missing Transactions and not allowing import

Hello-
My imports from last year on one particular bank account is not showing specific dates (3/17-7/15, and 10/19-1/21/19).  As directed from some of the other help questions, I downloaded the csv file from those particular dates, and when I uploaded them, I get this note:
We've filtered out 333 transactions that we already got through your bank connection.


 
Can someone please help????
7 Comments
KhimG
QuickBooks Team

Missing Transactions and not allowing import

Good day, @Anonymous.


Thanks for bringing this matter to my attention. I’m here to make sure you’re able to find the missing transactions in QuickBooks Self-Employed.


Filter the date and verify if the bank transactions are showing in QuickBooks. Here’s how:

  1. Go to Transactions on the left pane.
  2. Filter the Date with date range covered on the imported file.
  3. Browse through the transactions to check.

If they are not on the list, I suggest deleting the imported .CSV file. Let me show you how:

  1. Go to the Gear icon and select Imports.
  2. Select the bank account where the transactions were imported.
  3. Under Imported files, click the trash bin icon.

Once done, re-upload the file in QuickBooks. Make sure it follows the correct date format which is mm/dd/yy.

 

Here’s an article for reference: Import transactions from other sources.


That should answer your concern for today. Reach out to me if you need anything else, I’m more than happy to help. Have a good one!
 

Anonymous
Not applicable

Missing Transactions and not allowing import

Hi Khim-
I appreciate the response.  However, this does not solve my problem.  
Re: The first portion, indeed, the transactions from the time period in question do NOT show up. 

Re: The second portion, when I upload the .csv file as directed, it gives me the error file listed in my initial post, saying "We've filtered out 333 transactions that we already got through your bank connection"  So they don't show up anywhere, AND I'm not allowed to re-import them. 

 

KhimG
QuickBooks Team

Missing Transactions and not allowing import

Thanks for getting back to me, @Anonymous.


Allow me to share some information about the error prompt when importing file in QuickBooks.


The message states that all 333 transactions are already imported in QuickBooks being the reason why the system is not allowing you to re-import the file. I have check with our backend team and confirmed that there’s an open investigation about missing transactions.


You need to sign out and log back in using the web browser for the transactions to re-appear. This is a known issue and our Product Team is aware of it and is currently looking for a permanent fix. 


If the transactions still won’t show up, toggle the year to Last Year, then back again. Filtering the date multiple times can help resolve the issue.


In the meantime, I suggest contacting our QuickBooks Self-Employed Team to add your account to the list of affected users. Please have our representative link your case number to INV-27014.


An email will be sent to you with any new information to assure you’re up to date with the progress of the investigation. Here’s how to get in touch with support:

  1. Log in to your QBSE account.
  2. Click the Assistance button.
  3. Type in Talk to a human.
  4. Choose either to Chat with an agent or Get email support.

That should do it. Let me know how it goes, I’m always here to help. Take care!
 

laurenczorniak
Level 1

Missing Transactions and not allowing import

Hi i need to talk to someone about not allowing imports

Joesem M
QuickBooks Team

Missing Transactions and not allowing import

Hello there, @laurenczorniak.

 

 I want to make sure you're able to get this taken care of so you can get back to business. I would like to ask if you received an error message upon performing to import transactions. If so, any details will be appreciated.

 

To isolate this unexpected behavior, let's access your account using a private window. It doesn't store any browsing history cookies, form data – or anything else.

 

Here are the keyboard shortcuts:

 

  •     Ctrl + Shift + P (Internet Explorer)
  •     Command + Shift + N (Safari)
  •     Ctrl+ Shift + N (Google Chrome)
  •     Ctrl + Shift + P (Mozilla Firefox)

 

If it works, go back to your default browser and clear cache. Here’s an article to help with the process: How do I clear my browser cache and temporary Internet files?

 

Also, let's make sure that it follows the format correctly. If you try to upload an incorrectly-formatted file, then you might receive an error message. I'll add this article for more information: Import bank transactions using Excel CSV files.

 

If you still want to contact our Customer Support Team. You can follow the steps in this article to reach an agent: Contact QuickBooks Self-Employed Support.

 

Please feel free to leave a comment below if you have any other concerns. We're always here to help. All the best.

gkell
Level 1

Missing Transactions and not allowing import

I am having the exact same problem.  Should I contact somebody on the support team and reference the same case number you listed above?

JessT
QuickBooks Team

Missing Transactions and not allowing import

Thank you for jumping in, gkell.

 

The INV# that KhimG shared was already marked as resolved by our engineers. However, if you've already tried using filters to find your transaction or tried the basic steps shared by Joesem M, contacting our Support would be the best thing to do. 

 

Yes, you can contact them and provide INV-27014 so they can revisit this case.

  1. Click the Assistance button.
  2. Type in Talk to a human.
  3. Choose Chat or Email.

Please don't hesitate to reach back out if you have additional questions in mind.

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