QuickBooks may not detect duplicate entries, Kimberlee. We should check for any hidden accounts and unhide them. If no accounts are hidden, a deleted account has likely caused transactions to disappear. In that case, you'll need to re-upload the transactions for that period. This will not create duplicates. I'm here to help you throughout this process!
Let’s start by revealing any hidden accounts:
- Click on the Gear icon.
- Under the Transactions column, select Manage Accounts.
- Toggle the On/Off option for any account that might be hidden.
If verified that there's no accounts hidden, proceed with the steps below.
Before downloading the missing transactions from your bank, verify existing ones in QuickBooks to avoid duplications. Then, manually import it into QuickBooks. Here's how:
- Open your QuickBooks Self-Employed company file.
- Navigate to the Gear icon (Settings) and select Imports.
- Choose Import older transactions next to the account you wish to update.
- Click on Browse to find the downloaded bank file, typically found in your Downloads folder.
- Select the file and click Open to start the import.
- Check that the Date, Description, and Amount in the CSV file align with QuickBooks columns.
- Hit Continue to finalize the import process.
Once you've completed the import, proceed by categorizing your transactions to ensure they are properly organized and accounted for in your financial overviews.
Moreover, you can use bank rules in QBSE to speed up the categorization process of your bank transactions.
If you need more help with your transactions, please don't hesitate to click the Reply button. I'm here to assist you further! Have a great day!
