
Find missing downloaded transactions
by Intuit•128• Updated 2 weeks ago
Learn how to find missing transactions downloaded from your bank in QuickBooks Online.
When you first connect your bank and every night after, QuickBooks Online automatically downloads the latest transactions. If you can’t find them, you can update your connection, review your transactions, or review your chart of accounts.
Note: QuickBooks doesn’t download pending transactions. It only downloads posted transactions from your bank.
If you need help using QuickBooks, you can partner with a QuickBooks Live Bookkeeper to feel more confident. Find out more about QuickBooks Live Bookkeeping.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view
Update your bank connection
Refresh your bank connection to sync any missing transaction into your QuickBooks account.
Follow this link to complete the steps in product
- Go to Transactions, then select Bank transactions.
- Select Update
.
- Find your transactions in the For review section.
Note: You can fix the issue where bank transactions won’t download.
Review your transactions
Find missing transactions in the Transactions section and categorize them into the correct account.
Follow this link to complete the steps in product
- Go to Transactions, then select Bank transactions.
- Select your bank.
- Find your transactions in the For review, Categorized, or Excluded tabs.
- Categorize them to the correct account.
Pending
These are your recently downloaded transactions. When you find the missing transaction. You can categorize them to make the missing transaction appear in your books.
Posted
These are your already categorized transactions. You might find the missing transaction categorized into the wrong account. If so, you can unmatch and move it.
Excluded
These are transactions that you excluded or marked as personal or duplicate. If you find the missing transaction here, you can select Undo, then categorize it in the For review tab.
Review your account history
For older transactions, you can review their details in your account history to find missing transactions.
- Select the gear
icon, then select Chart of accounts. (Take me there).
- Find the bank account, then select View register.
- Select the transaction you want to review to get more details.
Check your uncategorized accounts
If you don’t categorize transactions into specific accounts, QuickBooks puts them into the Uncategorized Income or Uncategorized Expense account. You might find your missing transaction there.
- Select the gear
icon, then select Chart of accounts. (Take me there).
- Find the Uncategorized Income or Uncategorized Expense account.
- Select Run report.
- Find your missing transaction in the report.
- Unmatch and move them.
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