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What to do if you can’t find downloaded transactions in QuickBooks Online

by Intuit Updated 1 week ago

Learn how to find missing transactions downloaded from your online bank and credit card accounts.

When you first connect your online bank and credit card accounts, QuickBooks Online downloads past transactions up to a certain date. QuickBooks then automatically downloads the latest transactions every night.

If you can’t find transactions you recently downloaded, or don’t see new ones, don't worry. Here’s how to check different areas of your accounts to find missing transactions.

Note: QuickBooks Online won’t download pending transactions. It only downloads transactions when they’re no longer pending and are officially posted on the bank site.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

Step 1: Get the latest transactions

If you don’t see a transaction you expect to see, manually download the latest ones available.

  1. Go to Transactions, then Bank transactions (Take me there).
  2. Select Update.
    Cursor selecting the Update button on the Banking screen in QuickBooks Online - animated

Feel free to keep working during the update. When it's finished, check the Banking menu again for the missing transaction. It's likely in the For review section.

If the download seems stuck, here's what to do if bank transactions won’t download.

Step 2: Check around the Banking menu

If you still can’t find the transaction, it may be stuck somewhere around the Banking menu.

  1. Go to Transactions, then Bank transactions (Take me there).
  2. Select the tile for the bank or credit card account you downloaded the transaction from.
    Cursor selecting a Banking tile in QuickBooks Online - animated

There are three areas to check:

  • Start in the For review tab. This is where QuickBooks puts recently downloaded transactions. If you find the missing transaction, categorize it into an account. Transactions don't show up on your books until you categorize them.
  • Next, check the Categorized tab. This tells you what happens to transactions you already categorized. Specifically, review the Added or Matched column. This tells you which account you categorized the transaction into. If you find your missing transaction, but it's in the wrong account, follow these steps to unmatch and move it.
  • Finally, check the Excluded tab. If you mark a transaction as personal or a duplicate, it goes here. QuickBooks won't add excluded transactions to your accounts. If you want to include it, select Undo from the action column. Then go back to the For review tab and categorize it into the correct account.

Step 3: Review your account history

If you’re looking for an older transaction, review the account's history.

  1. Go to Settings Settings gear icon. and select Chart of accounts (Take me there).
  2. Look for the bank account and select View register.
    View account register_QBO_US_Ext_022322.gif
  3. Look for the transaction. Select it to get more details.
    Cursor selecting a transaction to expand details - animated

This gives you a complete history of the transaction.

Step 4: Check your uncategorized accounts

If you don’t categorize transactions into specific accounts, QuickBooks puts them into the Uncategorized Income or Uncategorized Expense account. Your missing transaction may be there. To check these accounts:

  1. Go to Settings Settings gear icon. and select Chart of accounts (Take me there).
  2. Look for the Uncategorized Income or Uncategorized Expense account.
    Cursor highlighting the Uncategorized Expense and Uncategorized Income accounts in the Chart of Accounts - animated
  3. Select Run report.
    Cursor selecting the Run report button for Uncategorized Expense in QuickBooks Online - animated
  4. Look for your missing transaction on the report.

To move transactions out of the Uncategorized Income or Uncategorized Expense accounts, follow these steps to unmatch and move them.

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