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Thanks for bringing this to our attention, Paige. I'll help you perform some troubleshooting options to resolve your issue regarding missing bank transactions in QuickBooks Online (QBO).
Before doing so, we'd appreciate it if you could provide us with the bank's name. This way, we can search and inform you of any ongoing investigations relating to your issue.
In the meantime, I suggest manually updating all your bank and credit card accounts. To do that:
It's also possible that the issue may be on your financial institution's end. Let's confirm it by signing in to your bank's website and checking for any messages, notifications, or alerts.
Additional troubleshooting methods are detailed in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online. It also outlines the steps to take if you encounter a specific bank error.
Furthermore, it's a good practice to reconcile your accounts monthly to ensure they align with your bank statements.
Keep me updated on your online banking queries by leaving a reply below. I'll ensure to respond promptly to your concerns. Be safe, and have a good one.
Hi, Thanks for the reply! I have tried manually updating the bank and credit card accounts. There don't seem to be any notifications/alerts or information when I log into my bank account. The bank's name is Bluevine
It is not just my bank account but also my credit card that was not linked for that time period and missing credit card transactions as well
actually the credit card (chase) transactions are there, just the Bluevine bank transactions are not
Thanks for getting back to us with more information about your concern, Paige.
I've checked my resources and confirmed an ongoing investigation into missing Bluevine bank transactions. Rest assured, our engineers are actively taking measures to address the issue and develop a solution that will allow you to resume downloading bank transactions.
While the investigation is ongoing, I recommend reaching out to our customer support team so they can add you to the list of affected users. This way, you'll receive email updates about the progress of the case. Here's how:
Furthermore, categorize your bank transactions so they go into the appropriate accounts. Doing so helps identify tax deductions and informs you where your business earns and spends money.
I appreciate your utmost patience on this matter. Let me know if there's anything I can help further about missing bank transactions. I'll be there right away to answer your questions. Take care.
Thanks for this update! I will reach out to customer support. Thanks!
Hello, I am also encountering a similar issue. The transactions from my linked bank account are not showing up for a specific time period (about one month). My bank is Coast Central Credit Union. I have updated manually and it does not change the situation.
Thank you for your time
-Carolan
Hi there, Carolan. I can help you in updating your transactions in QuickBooks Online (QBO).
Please know that QuickBooks will only download transactions from your bank account within 90 days. However, some banks let you set a date range for downloads. This may be 30, 60, 90 days, or more depending on the financial institution.
Since there are missing transactions in your QBO account, I recommend contacting your bank's support to see if there's any maintenance happening at Coast Central Credit Union Bank.
For the time being, I'd suggest recording the missing transactions manually through QuickBooks depending on what type of transaction you have, and ensure to match your bank statements. In case the missing transactions are uploaded back to your QuickBooks account, you can match the duplicate transactions.
I'd also recommend contacting our QuickBooks Online support team to check if there's any possible issues regarding Coast Central Credit Union bank. Our support has the ability to check your account details and create a case if there's any INV about the missing transactions in your bank.
I've also added a screenshot for your visual reference.
In addition, you can also refer to this article to learn how to categorize bank transactions in QBO: Categorize online bank transactions in QBO.
Comment on the post if you are still encountering challenges in your bank transactions. I'm always here to help.
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