Why are my transaction history missing although the card is linked correctly. I am missing From end July to Mid October. That's a lot of expenses to account for! Help!

It's always concerning to uncover missing transaction history, Lacsmey. Rest assured, I'm here to help you resolve this issue and ensure your accounting is back on track.

Before anything else, could you share the bank institution you're currently using? This information will be invaluable in identifying any relevant ongoing investigations.

QuickBooks Self-Employed (QBSE) relies on the data provided by your financial institution, which means that missing transactions can occur due to delays or interruptions in the bank connection. Additionally, your bank could be undergoing maintenance. To verify this, I suggest visiting your bank's website for the latest updates.

If everything is good in your bank, I recommend checking the filter settings on your Transactions page. Ensure you have the filter to display All Type, All Account, and All Date, as this is crucial for transparency and will help you see all transactions linked to your card. Kindly refer to the attached screenshot below:

Next, let's refresh the bank connection in your QBSE. You can do this by clicking the Refresh All button in the Bank Accounts section. This action will help retrieve any missing entries from your account.

For detailed steps, here's how:

1. Go to the Gear icon.
2. In the Transactions category, select Manage Accounts.
3. Hit on the Refresh All tab in the upper right.
   
   

    

   

    

   If the issue remains after these steps, let's access your account through an incognito window to rule out potential webpage issues. Below are the shortcut keys for opening an incognito window in various supported browsers:

    

   Mozilla Firefox: CTRL + Shift + P

   Microsoft Edge: CTRL + Shift + N

   Google Chrome: CTRL + Shift + N

   Safari: Command + Shift + N

    

   After starting a new private browsing session, please log into your QBSE account and check if the missing transactions are now displayed. If they appear, clear your browser's cache to help the program run smoothly and eliminate technical issues. You can also use other devices and supported browsers as alternatives.

    

   Furthermore, I'll share this valuable resource on handling your transactions effectively. This article provides essential guidance on how to categorize your entries, ensuring they align correctly with your financial records: Categorize transactions in QBSE.

    

   Consider this thread your go-to resource whenever you have questions or concerns about your entries in QBSE. You can also create a new discussion here in the Community space for assistance. 

Hello, 

I have done the above and it's not helping. 

The transactions are still missing. 

Your attention to detail and willingness to perform these steps are good assets in finding a solution, lacsmeykeo. I understand despite following the provided instructions, you're still experiencing missing transactions in your account. I apologize for any inconvenience this may have caused. Let me route you to the best support available to assist you further.

Since the issue persists, I recommend contacting our QBSE support team, as they have the tools and expertise needed to access your account and review your case thoroughly. Our dedicated team will provide the appropriate guidance and assistance to address your bank connectivity concerns.

Here's how to contact us:

1. Go to the Help menu in the upper right of your QuickBooks Self-Employed (QBSE) company. 
2. Click the Contact US button to open the What can we help you with? window.
3. Type a brief description in the field box and select Continue. 
4. In the How would you like to connect with us? window, choose Chat with us to start a conversation, or Have us call you to speak with an agent. 

For your reference, if you're interested in manually recording customer payments or tracking sales taxes, please consult these helpful resources:

• Manually track sales tax in QuickBooks Self-Employed
• Record or attach expense receipts in QuickBooks Self-Employed

Stay in touch if you have additional questions or concerns about missing transactions in your QBSE. The Community space is available 24/7 to assist you further.