Missing Transactions via Direct Connect for Mac Desktop

Hello stheck!

I'd also feel the same if I keep on getting the same issue. I'd like to share solutions to this missing transactions error.

You'll want to check first with your bank if they are having some system maintenance. Please note that this can result in a connection problem and the transactions won't download.

Also, there's an option in QuickBooks Desktop for Mac that you need to disable when you manually import bank transactions. Please follow these steps:

1. Go to Chart of Accounts and select the affected account.
2. Select Edit in the Action window, select the Online Settings tab.
3. On the Download Transactions window, select Not enabled, then Save.
4. From the Edit Account window, select OK.
5. Create a duplicate of the account, but give it a different name.
6. Rename the original account with the same name as the duplicate.
7. Import the file again.

Also, make sure that your QuickBooks Desktop for Mac is updated. If the same thing happens, run the verify and rebuild data tool to fix any data issue that can errors like this.

Here are the article if you need detailed steps in reconciling your accounts and how to fix issues related to it:

• Reconcile an account in QuickBooks Desktop
• Find reconciliation discrepancies (Mac)

Leave a detailed comment below if you need more help with banking. I'd be glad to work with you again.

@stheck 

Which QBD Mac year version do you have?

I have the 2019 version.  

I'm following your directions, AlexV, but Im not sure hot to create a duplicate of my bank account.  If you can elaborate on that segment, I'd appreciate it!  (If I'm importing data into a duplicate account, what happens to the original account? For some reason, that part is confusing.)

Thanks!!!

Hi there, @stheck. Allow me to chime in and clear up the confusion.

I've got the detailed steps you'll need to create a duplicate bank account. QuickBooks will merge the accounts when you rename the original one to the new name. 

Here's how:

1. Go to the Lists menu, then select Chart of Accounts.
2. Select the + icon, then complete the account details. Make sure to add the number "1" at the end of the name. If the original bank account is "ABC," create a new one named "ABC1."
3. Once you're done, select OK.

After that, follow these steps to rename the original account to merge them.

1. Go to the Lists menu, then select Chart of Accounts.
2. Select the original account you want to edit.
3. Select the Pencil icon to edit it.
4. Rename it to the new name (for example, rename "ABC" to "ABC1."
5. Select Yes to merge the entries.

Once done, import the file again. I'm also linking these resources that will help you manage your lists:

• Merge list entries
• Add, edit, or delete accounts

It would my pleasure to see you again if you need more help with importing these missing transactions. Just comment down below. Have a wonderful day.

Thanks for the attempts at helping me.  Unfortunately, none of these solutions solve the problem.  No matter what I do, I continue to get the message "nothing imported, account up to date."  My bank is not having problems, I can easily download a qbo file for the missing dates, and yet there is no way to upload the data.  There is also no way to reach any human, and if I try to "chat" with support, the window tells me that my session has timed out and closes before I even get on.  I have no idea what to do from here.  Like everyone, I have seriously limited time to devote to tax season, and I should have been done with this chore days ago... is there any option I haven't tried?? Ugh.  

I appreciate your patience while performing the suggested solutions, @stheck. I'll guide you on how to reach our support team for QuickBooks Desktop for Mac.

Our support team will be able to help you with the issue you're experiencing.

 
Here's how to connect with them.

1. Visit this page.
2. Choose QuickBooks Mac Desktop.
3. Select your product, scroll down, and connect with them by clicking the Start a Message button.

I've attached this screenshot below for you additional guide:

In addition, I've included this link to guide you on how to fix online banking issues in QuickBooks Desktop for Mac.

Furthermore, I also added this article on how to match transactions in QuickBooks Desktop for Mac.

We'll make sure you get the support you need. Have a pleasant week.