Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
This issue can occur for several reasons, including bank maintenance, or disconnection from QuickBooks Self-Employed (QBSE), @d-shaver. I’d be glad to elaborate on these possibilities and provide some fixes to help recover these transactions.
To begin, can you please tell me the name of your bank? Knowing this will help us verify if there's an ongoing investigation related to your financial institution.
Moreover, QuickBooks relies on the data provided by your financial institution. Therefore, missing transactions may occur due to delays or interruptions in the bank connection and the program. It can also be your bank is currently undergoing maintenance. To verify this, visit their website and look for an announcement about the change they're making.
Moreover, manually updating your bank account in QBSE helps refresh the connection between your bank and QuickBooks so transactions will show up. Here's how:
- Open your QBSE company and navigate to the Gear icon.
- Select Manage accounts.
- Click Refresh all.
Another possible reason you don't see them inside your company is that they've already been categorized. From the Transactions tab, you'll want to set it to show All types, and then in the Account section, choose your bank. Make sure to filter the Date to ensure that no transactions are overlooked.
To get the older transactions, you can also add them manually from your bank using a CSV file.
Additionally, it's good to categorize transactions once downloaded to prevent losing them. This way, QuickBooks puts them on the correct line of your Schedule C.
Feel free to leave a reply if you have further questions about handling your transactions in the program, d-shaver. The Community team is always around to help.
