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alan-dynamicpain
Level 1

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

 
12 Comments 12
IrizA
QuickBooks Team

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

I understand the significance of being able to locate the missing transactions, Alan. Allow me to guide you and show you the transactions that you're looking for. 

 

I have two potential solutions that may address your concern. Firstly, if the missing transactions are related to banking, you can adjust the date in the For review tab.

 

Here's how:

 

  1. Go to Transactions located on your left navigation panel.
  2. Click Bank Transactions.
  3. Under your For Review tab, click All Dates
  4. In the All Dates dropdown, choose Custom
  5. Set the date to the same date as your missing transactions. Then Click Apply

 

If the missing transaction is from your Bank Register, you can customize the date using the following steps:

 

  1. Go to Transactions located on your left navigation panel.
  2. Press Go to the register
  3. Click the Filter icon.
  4. Under the All Dates dropdown, choose Custom
  5. Fill out the other necessary fields such as the From, and To
  6. Select Apply

 

Additionally, I recommend referring to the article if you wish to reconcile your accounts to align with your bank and credit card statements: Reconcile an account in QuickBooks Online

 

For further questions or assistance, you're always welcome to reply to my post or reach out to the Community. We're always happy to assist you. 

Alison Feigen
Level 1

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

I am also missing transactions from bank account and credit card for this same date range.

Erika_K
QuickBooks Team

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

I've got the steps to locate your missing transactions from your bank and credit card, @Alison Feigen

 

In QuickBooks Online (QBO), we can find missing transactions by filtering the date. We can follow the steps provided by my colleague IrizA to accomplish this. 

 

If the steps provided by IrizA do not yield the desired result, you may locate bank and credit card transactions by manually downloading the latest ones available.

 

Here's how: 

 

  1. Go to Transactions, then Bank transactions. 
  2. Click Update.

 

After updating, we can check the Banking menu for the missing transaction. It'll be added in the For review section. 

 

Check out this article for more info: What to do if you can’t find downloaded transactions in QuickBooks Online

 

If you've followed the process mentioned above, but still have the same result, we can perform some troubleshooting steps to identify if this is a browser-related issue. 

 

To get started, we have to open your QuickBooks Online (QBO) account on an incognito window. Doing so will prevent the browser history from being saved. 

 

Please refer to the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Also, may I know what specific bank and credit card you connected to within QBO? 

It would be helpful if you could provide me with the specifics. Doing so allows me to provide accurate resolutions and offer assistance effectively. 

 

In the meantime, read this article to learn what to do if you encounter error messages or don't see recently downloaded bank transactions in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

Let me know if you have additional concerns about finding your missing transactions in QBO, I'll be around to guide you. Stay safe! 

Alison Feigen
Level 1

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

Unfortunately this did not help the problem. I followed the instructions provided.

 

I am missing ALL bank transactions (checking, savings, credit card) from mid June to Mid August.

 

For example: for my credit card, I am missing transactions from 6/19-8/19. The last transaction is 6/18/23 and the transactions begin again on 8/20/23... a total of 212 transactions are missing according to bank records

 

For my checking account, I am missing transactions from 6/17-8/21. the last transaction is 6/16/23 and the transactions begin again on 8/22/23... a total of 101 transactions are missing according to bank records.

 

When I log into my bank account, I see all of these transactions in my ledgers.

 

JessT
Moderator

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

Thank you for replying with more details, Alison.

 

I understand that your QuickBooks does not download bank transactions between specific dates. This may be due to various reasons such as connectivity issues, bank account settings, or specific bank transaction download service limitations during the affected periods.

 

We've covered checking the filters and making sure the date is set to All dates. Now, let's proceed with contacting your bank's customer service to find out if there's was issue during the date when transactions were not downloaded to QuickBooks. If not, you'll want to contact our QBO Support, as they have additional tools to look into this issue. Please do not clear your browser's cache or cookies.

 

While you are looking into this issue with our QBO Support, you may want to consider uploading the transactions of the affected periods and start working on them.

 

Let me know if you have more concerns about your bank transactions.

prsf2021
Level 1

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

i am having this same issue and am missing transactions in August 2023. Not sure yet if more are missing.

prsf2021
Level 1

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

i am also missing transactions in quickbooks. so far, i have discovered missing transactions from August 2023.

RCV
QuickBooks Team
QuickBooks Team

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

Let me share some information about the possible reasons why bank transactions may go missing and show you how to find them in different areas of your accounts in QuickBooks Online (QBO), prsf2021.

 

When connecting your bank account in QBO, it won’t download pending transactions. It only downloads bank entries when they’re no longer pending and are officially posted on the bank site. Also, the program downloads the latest available transactions every day and the exact time of download will depend on your bank. We can manually update your accounts anytime to get the most recent transactions. Let me guide you on how: 

 

  1. Go to Transactions.
  2. Choose Bank transactions.
  3. Click Update.
  4. Once the update finishes, check the For review tab to find the missing transaction.

 

Also, three areas can be checked for possible missing transactions: the For Review tab, the Categorized tab, and the Excluded tab. If you can't still find the missing checks and deposits, we can look for them in the review of the account's history. Here's how:

 

  1. Go to the Gear icon on the top menu and select Chart of accounts.
  2. Look for the bank account and select View register.
  3. Look for the transaction and choose it to get more details.

 

This gives you a complete history of the transaction. You can check out this article for other troubleshooting steps: What to do if you can’t find downloaded transactions in QuickBooks Online. If none, we can manually upload your bank transactions into QuickBooks through a web connect file. To avoid entering duplicates, you need to know the date of the oldest existing transaction currently in the account:

 

  1. Go to the Gear icon on the top menu and select Chart of accounts. You can also select Chart of accounts from the Transactions tab in the MENU ▼.
  2. Find the bank or credit card account you want to upload the transactions into.
  3. Click View register.
  4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

 

For more insights, please see this article: Manually upload transactions into QuickBooks Online. Additionally, here's how to check the format of bank transactions in a CSV file you plan to upload into QuickBooks. For future reference, you can read these guides about categorizing your bank transactions and reconciling your accounts.

 

Feel free to come back and keep us posted on your progress in finding the missing bank transactions and reconciling your bank account. I'm determined to get this resolved. You have a good one.

eandsm
Level 2

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

I'm also missing transactions from that time period.

JaeAnnC
QuickBooks Team

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

It's nice to see you here in the Community, @eandsm. Let's perform some troubleshooting steps to retrieve the missing transactions in your QuickBooks Online (QBO).

 

Before that, are you referring to online banking? If so, we'd appreciate it if you could provide us with the bank's name so we can check for any ongoing investigations in our system. 

 

In the meantime, we can manually update the latest ones available. Here's how:

 

  1. Go to Transactions and click Bank Transactions.
  2. Select the tile for your bank account.
  3. Click Update.

 

Once done, check the Banking menu again. The missing transactions are most likely in the For Review section. I'll share this article for more troubleshooting options: What to do if you can’t find downloaded transactions in QuickBooks Online

 

However, if you're referring to missing transactions in your bank register, you can utilize the Audit log to check if they have been deleted. If confirmed, reenter the transactions using the details in the Audit log.

 

Additionally, it's a good practice to reconcile your accounts monthly to ensure they correspond to your bank statements.

 

Stay in touch whenever you have further questions about the missing transactions. I'm available 24/7 to assist. Keep safe, and have a good one.

jswiss46
Level 1

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

Looks like I am not alone here as I am also missing ALL bank transactions. Mine are missing from 6/1/23 to 9/30/23. I have tried all the recommended troubleshooting steps from above and nothing. This is incredibly disappointing for a service we're charged monthly for. Aside from now reaching out to my bank, what else can QB do to resolve this issue satisfactorily? Perhaps a refund for each month our QB service wasn't working like it should have been.

JamaicaA
QuickBooks Team

Can someone help me find missing transactions? I'm missing all transactions from my bank from 6/8 to 8/22

I appreciate your effort in troubleshooting the issue, @jswiss46. Receiving transactions promptly is crucial for running a successful business. Let me guide you on how to contact our Support Team for further assistance.

 

Since the missing transactions for months (June 1, 2023 - September 30, 2023) are still unobtainable, I recommend contacting our experts. They will help you figure it out and provide an effective solution. I'll show you how:

 

  1. Go to the Help icon and choose Search.
  2. Click the Contact Us button and enter your concern.
  3. Press Continue.

 

Note our operating hours so you can contact us at your convenience. For other ways to reach us, refer to this article: QuickBooks Online Support.

 

Once settled, review downloaded bank and credit card transactions to ensure they belong to the correct account: Categorize and match online bank transactions in QuickBooks Online.

 

Save this guide to evaluate your accounts in the future: Reconcile an account in QuickBooks Online.

 

Our Support Team will help you resolve this issue. If you need assistance with handling other QuickBooks tasks, let me know. Stay safe.

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