I am missing transactions in quickbooks that exist in my connected bank account and I have categorized everything else. How do I get these Missing transactions into Qbooks

I want to make sure the missing transactions in QuickBooks Self-Employed, @jsigman,

We can start by finding them in the Transactions page. Apply the filters including the date and the account the entries are saved. See this: 

You can also log in to a different browser or use a private window and see if you can find the missing entries.

If it wasn't there or the bank feeds did not sync, you can use the Refresh All button to retrieve missing entries. This will help fetch the transactions that were not imported, hence, causing the bank balance to be incorrect. See this:

If it doesn't work, you have the option to import bank transactions using a spreadsheet. The steps are simple and easy, refer to them below:

1. Click the Gear icon and choose Imports.
   
2. For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
   
3. Press Browse to find the CSV file of the bank entries.
   
4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
5. Hit Continue then Done.

I'm adding a few related articles below to guide you further with the process:

• Manually import transactions into QuickBooks Self-Employed
• Add older transactions to QuickBooks Self-Employed

Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!

This is the error message I am receiving as I try to import a month of transactions not showing in QB self-employed-

Hi there, christya30.

Let me help you in uploading your bank transactions into QuickBooks Online.

If you receive this error message, you just need to check and make sure your CSV file is formatted correctly. You can use this article as your guide: Format CSV files in Excel to get bank transactions into QuickBooks.

Here's an additional resource to help you fix any banking issues: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Let me know if you still need further assistance about uploading bank transactions. I'm always here to help. Have a great day!

OMG, all I can say is I spent hours trying to figure out what was going on and it was so simple. I had missing transactions also but knew they were there if I clicked in certain places. Watch those filters. My filter which I had looked at but just not close enough. It was set for 365 days which means that if it is February, it is only going to show me from February of the previous year. OMG - Duh... Problem solved.

Hi, i am facing the same issue missing transactions and when I try to upload them from the csv file it gives me the same error, were you able to figure this out?

I've got some steps we can perform to see if this is just triggered by your bank, or in QuickBooks Self-Employed.  (QBSE), gloria34.

We'll need to check and make sure your CSV file is formatted correctly. You can refer to this article as your guide: Format CSV files in Excel to get bank transactions into QuickBooks. For the missing bank transactions, try clicking on Refresh All multiple times on your Banking page to refresh the connection between your financial institutions and QBSE.

Then, try connecting your bank account again. If the same thing happens, just manually import your bank transactions using.CSV file. You can get this file from your bank's website. Let me show you how:

1. Got to the Gear icon.
2. Select Imports.
3. Tap Import older transactions and follow the on-screen instructions.
4. Tick Import.

For complete details about this process, please see this link: Add older transactions to QuickBooks Self-Employed. Once done, please contact our QBSE Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this banking error.  To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

Feel free to visit our Banking page for more insights about managing your bank transactions.

Feel free to go back to this post if you need a hand with creating bank rules or any QBSE related. I'm always here to help. Take care always.