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dcortez-bigmount
Level 1

I've been adding recipients and have found several transactions are not getting imported (Missing) from my bank on to QuickBooks? How do u fix it

 
3 Comments 3
CharleneMae_F
QuickBooks Team

I've been adding recipients and have found several transactions are not getting imported (Missing) from my bank on to QuickBooks? How do u fix it

I've got your back, dcortez-bigmount.

 

If these imported transactions are duplicates, let's exclude them in QuickBooks Self-Employed. By doing so, QuickBooks will ignore their record.

 

Here's how:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Select the Exclude this transaction checkbox.
  4. Select Save.

 

For further guidance, please see the step-by-step process on this article: Exclude or Delete Transactions in QuickBooks Self-Employed.

 

Additionally, each time you categorize a transaction, QuickBooks Self-Employed matches it to a line on your Schedule C. This ensures your books' data are accurate. Also, for the most up-to-date Schedule C info, check the IRS website.

 

In case you not referring to duplicate transactions, please do get back on this thread and add more details of your concern. This way, we'll be able to provide an accurate solution to resolve this. Keep safe!

dcortez-bigmount
Level 1

I've been adding recipients and have found several transactions are not getting imported (Missing) from my bank on to QuickBooks? How do u fix it

No! Try again!

MariaSoledadG
QuickBooks Team

I've been adding recipients and have found several transactions are not getting imported (Missing) from my bank on to QuickBooks? How do u fix it

Let's make sure you'll be able to successfully import your bank transactions to your QuickBooks Self-Employed, dcortez-bigmount.

 

If you're adding the transactions manually, you'll have to make sure the Date, Description, and Amount columns on the CSV match the order of the columns in QuickBooks. Once done, re-import the transactions again. To do this, follow the steps below.

  1. Open QuickBooks Self-Employed in a web browser.
  2. Click the Gear ⚙ icon.
  3. Select Imports.
  4. Select Import older transactions for the account you want to add transactions to.
  5. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  6. Select the file and select Open to start the import.
  7. Review the column headers and data.
  8. Click Continue to complete the import.

However, if you're referring to the automatic download from your bank's website to QuickBooks, we are dependent on the data that your bank is sending us. You'll want to contact your bank to double-check the transactions. For more detailed steps, please check out this article: Add older transactions to QuickBooks Self-Employed.

 

You'll also want to categorize your bank transactions after you've successfully imported them, let me provide you the article again for your convenience: Categorize Transactions in QuickBooks Self-Employed.

 

Let us know if there's anything else that you need help with, with your bank transactions. We're always right here to assist you in any way.

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