Running reports on your bank transactions is important for business growth. Let's dig into how to locate missing transactions in QuickBooks Online (QBO), Aimee.
If you're unable to locate recently downloaded transactions or new entries, remember that QBO only downloads transactions officially posted on the bank site, excluding pending ones. Here are some steps to search different areas of your accounts for missing transactions:
- Get the latest banking transactions.
- Go to the Transactions tab.
- Click Update under the Bank transactions.
- Check the Banking menu again for the missing transaction. It's likely in the For Review section.
For detailed steps on how to locate missing transactions from your online bank and credit card accounts, refer to the article below: What to do if you can’t find downloaded transactions in QuickBooks Online.
Additionally, check this article to learn how to undo or unmatched transactions downloaded into QuickBooks Online: Unmatched downloaded bank transactions or move them to another account.
For assistance and added confidence in using QuickBooks, consider partnering with a QuickBooks Live Bookkeeper: Find out more about QuickBooks Live Bookkeeping.
My top priority is to ensure your reporting experience is seamless and accurately reflects your bank activities. Please don't hesitate to reach out to the Community if you need further assistance with managing your bank transactions in QBO.
