I understand the need to keep track of and fix missing old transactions in your online account. Let me help provide information, so you can get back to managing your financial data.
In QuickBooks Online, missing entries or data on your company file can be reviewed to help you track changes made in your account. You can check the Audit Log from the Search icon.
If transactions aren't visible in that section, I recommend reviewing your account history from your bank registers. To do this:
- Go to Settings ⚙ and select Chart of Accounts.
- Look for the bank account and select View Register.
- Look for the 2022 transaction. Then, select it to get more details.
Feel free to visit this guide for more detailed insights: What to do if you can’t find downloaded transactions in QuickBooks Online.
On the other hand, you may consider these steps to help you delete old transactions from the bank register. Please know that this can affect future balances, so I suggest consulting your accounting professional before modifying.
Here's how:
- Go to Accounting and then select Chart of Accounts.
- Look for the bank in question, then select View Register.
- Filter the transactions (Reconcile Status, Transaction Type, Payee, and Date).
- Click the recorded transaction and then select Delete.
- Hit Yes to confirm the process and ensure they are taken out successfully.
Once ready, you can start reconciling your accounts to make sure balances in your online data are accurate and always match your statements. Just in case you're having issues with your reconciliation, check out the instructions under the Fix issues during a reconciliation in the QuickBooks Online article reference in fixing the errors.
I'll be looking forward to any queries you may have when managing old online bank transactions. Please know that I'm always available in this thread to back you up. Stay safe, and have a good one!
