My bank and credit card transactions are missing 5 months. I tried "updating" the accounts with no results. Also checked "for review, categorized, and excluded" tabs.

Hello there, zhuk_916. 

I appreciate what you've done so far. Allow me to help you manage your missing transactions in QuickBooks Online (QBO). 

First off, would you mind if I ask what bank are you currently using? This is for me to look at our records if we happen to receive similar reports about your bank.

If so, I encourage you to use incognito or any browser when logging in to your bank website to check if there's a maintenance or alerts that needs attention. You can also manually refresh your bank so it'll download the missing entries. 

Here's how:

1. Go to Transactions, then Bank Transactions.
2.  Select Update.

Additionally, here's an article that you can browse through on how to check the format of the CSV file you got from your bank to upload transactions into QBO: Format CSV files in Excel to get bank transactions into QuickBooks.

Once all your transactions are all in, you can also check this article to learn how to review downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online. 

If you have any other concerns about banking transactions, feel free to come back to us anytime. Have a lovely day, and stay safe.

@zhuk_916 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

Bank is Chase, credit card is capital one. I already tried manually updating. No difference. 

Bank is Chase, credit card is capital one. I already tried manually updating the accounts several times. 

Hello there, @zhuk_916.

Let me share some updates about the missing transactions on your bank in QuickBooks Online (QBO).

At this time, we have an ongoing investigation into Chase Bank's missing transactions. Please know that our engineer is currently working on it. We appreciate your patience as we investigate this further.

For now, I recommend contacting our QuickBooks Support Team so that they can add you to the list of the affected users. This way, you'll get notified once there's a fix or an update about this issue.

Here's how:

1. Sign in to your QuickBooks Online account.
2. Go to Help.
3. Choose the Search tab and then click on Contact Us.
4. Please enter a brief description of your concern, then hit Let's Talk.
5. Select Callback from the option.
6. Enter your contact information and click Get a call.

For further information on the schedule, see this article: QuickBooks Online Support.

Moreover, with regards to the missing transactions in the Capital One bank, there isn't a reported issue yet. In the meantime, you'll need to check different areas of your accounts to find missing transactions. Check this article for guidance: What to do if you can’t find downloaded transactions in QuickBooks Online.

Please take time to check out these articles for future reference in managing transactions and accounts in QuickBooks:

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Tag me in the comment below if you have additional concerns about managing QuickBooks. I'm always here to assist you.

I am missing all transaction from my chase accounts from mid june to the first part of november.  None of the accounts have the data.  Bank accounts and credit cards as well.  I have tried to update as suggested in your post above, but nothing has worked.  Please help.

@Percipi0 

Did you try the 3rd party solution I mentioned?

Hello there, @Percipi0.

I understand how time-consuming it must be to experience issues when linking bank and credit card transactions here in QuickBooks Online (QBO). Allow me to provide additional information regarding this concern. 

As per checking, I've found an ongoing investigation (INV-99568) related to the issue you are facing regarding missing transactions from Chase's bank and your credit card. There is no specific timeline as to when will this be resolved. However, please be assured that our dedicated Product Engineers are actively working to address this matter and find a resolution as quickly as possible.

In the meantime, I'd suggest contacting our support team to inform them of your experience. By doing so, you'll be added to the affected user's list and will receive an email update regarding this ongoing investigation. 

Here's how:

1. Log in to your QBO company.
2. Select Help (?).
3. Click Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

Moreover, I've added this article as your reference in your future reconciliation so they'll always match your bank transactions: Reconcile an account in QuickBooks Online.

If you need additional assistance managing your bank transactions, feel free to comment. I'll be here to assist, 24/7. Stay safe.

I am missing transactions across the board on my accounts from june until november. Accounts include paypal, first hawaiian bank, and Capitol one. It's like my quickbooks just stopped recording transactions for about 5 months. I am using quickbooks self employed

@Mauigreenstone 

Try using csv2qbo converter tool as mentioned by 4Gal 

I understand how concerning this must be for you, especially when dealing with missing transactions from June to November. I'll provide resolutions to restore them in QuickBooks Self-Employed, Maui. 
 

Firstly, have you come across any specific error messages? If so, could you please provide details about the error below? This information will assist us in pinpointing the issue more effectively.
 

Let's start by updating the transactions to refresh the connected bank and credit card accounts. It will let us download transactions from the past 90 days. Also, please check if you see any error messages during this process. I'll show you how:
 

1. On the upper right corner of your screen, click the Gear icon.
2. Under Transactions choose Manage accounts.
3. Select Refresh All.
    

If you can find some of the missing transactions from the last five months, this means the connection is working well. For any other transactions that are still missing, consider manually importing them to QuickBooks.
 

If the manual update doesn't solve the issue, please log into your bank or credit card's website and look for any messages, notifications, or alerts that may be blocking QBSE from accessing your transactions.
 

Moreover, this article guides you on how to categorize your transactions once you enter transactions in QuickBooks Self-Employed: Categorize transactions in QuickBooks Self-Employed.
 

This way, you can retrieve your missing entries in QuickBooks Self-Employed. If you have any questions or need further clarification, please feel free to click the Reply button below. Our Community forum is available 24/7.