I noticed a whole month's transaction and random one off transaction missing after fine tooth combing. Is this normal? Do I need to double check every single one?

That's not normal, @kevinwadel.

I'll share some knowledge about transactions sin QuickBooks Self-Employed. 

Yes, you'll need to double-check each of the transactions recorded in your account. That way, we can guarantee that there's no missing transaction.  

Once you're unable to see the missing one, I'd suggest creating a new one. To ensure your customer's data and your books are accurate. 

I've added some articles about handling your expenses, vendors, banking, taxes, tracking, and logging data. 

• Help Articles
• Expenses and vendors
• Banking

Let me know if you have follow-up questions. I'm happy to provide an explanation and resolutions. Keep safe!

Thanks Michelle for the reply. What's the best way to resolve this issue? 

Should I manually import those missing transactions that are missing? 

Should I try reconnecting the bank?

I have thousands of transactions that I would have to sort through under this account, it's unsettling to know that there may be more missing. Is there any way to prevent this?

Hi there, kevinwadel.

I appreciate you for coming back here in the Community to add more clarification about transactions in QuickBooks Self Employed.

I recommend manually import those transactions that are missing. This is to avoid duplicate entries in your account. Reconnecting to the bank can cause you to connect again with all the transactions you have. If that's the case, your QBSE data will show inaccurately. Please refer to this article to see the detailed steps on how to perform the instructions: Manually import transactions into QuickBooks Self-Employed.

On the other hand, I recommend double-checking each of the transactions recorded in your account as always as possible. This is to prevent missing entries. You'll also have the option to click the Refresh button under the Banking page to make sure you have the latest entries.

Here's how:

1. Log in to your QBSE account.
2. Click the Gear icon.
3. Choose Bank accounts.
4. Click the Refresh all button.

Please refer to this article for different information on how the QBSE version is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C: QuickBooks Self-Employed Overview.

Feel free to leave a comment below if there's anything else you need with your QuickBooks transactions. I'd be glad to help.

I tried to manually import those missing transactions (they're not showing up anywhere in my QuickBooks even after search and manually searching through ALL with no filters) but I get this message: 

"We've filtered out 13 transactions that we already got through your bank connection." 

So Quickbooks recognizes that these transactions exist but I can not see them at all. How Do I resolve this issue? 

Let's get this fixed, Kevinwadel.

We've been working on our online banking connectivity recently. We'll have to refresh the connection to help us solve this. 

Here's how:

1. Click the Gear icon.
2. Go to Bank accounts.
3. Click Refresh all.

Once you can see the transactions, you can categorize them.

You can get back to this thread if you need more help. We'll reply to you as soon as we can. Take care!

Would refreshing the Bank accounts undo all the work I've already done in categorizing? I have gone through every transaction from the last year already and do not wish to redo the categorization process. I'm missing 14 transactions and 13 will not manually import because QB says it's already there, however, they are not visible anywhere. 

Hey there, @kevinwadel. 

Thanks for reaching back out to the Community. It's my priority that you're able to view and categorize these transactions in your QuickBooks Self-Employed (QBSE). 

If you're still having trouble after trying the steps my colleagues provided, then I recommend contacting our Customer Support Team. They have additional tools to help walk you through some more steps. 

Here's how: 

1. Go to the Assistant menu in the top right-hand corner. 
2. Give a brief description of the issue. 
3. If that doesn't help, then you can always type in "request a callback" so that you're able to receive a call from them. 

It's that easy. Here's a link that may be able to help you in the future: Create rules to speed up reviews in QBSE. 

Let me know how it goes. I want to make sure that you're able to get back to running your business. The Community is always here to have your back. I'm only a post away if you need me. Wishing you and your business continued success. 

CHECK OUR COLUMN ALIGNMENT AND HEADERS: I've been having the same problem, and I was able to find a solution.  For me, I believe that the import utility incorrectly assumed the column headers, and therefore, it was seeing a lot of invalid data (probably blank data or dates) as records that had already been processed. I changed the headers in my csv file to match what it wanted (date, description, debit, credit), and when I tried again, it worked perfectly.  FYI, I don't think that this mattered in the end, but I was also in an incognito tab from when I was troubleshooting the potential cache-related solution hypotheses. Hope this helps a few of you...