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.
Step 1: Get the latest transactions
If you don’t see a transaction you expect to see, manually download the latest ones available.
- Go to Transactions and select Bank transactions (Take me there)
- Select Update.
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.
- Go to Transactions and select Bank transactions (Take me there)
- Select tile for the bank or credit card account you downloaded the transaction from.
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, categorise it into an account. Transactions don't show up on your books until you categorise them.
- Next, check the Categorised tab. This tells you what happens to transactions you already categorised. Specifically, review the Added or Matched column. This tells you which account you categorised 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 categorise it into the correct account.
Step 3: Review your account history
If you’re looking for an older transaction, review the account's history.
- Go to Settings
and select Chart of accounts (Take me there). - Look for the bank account and select Account history.
- Look for the transaction. Select it to get more details.
This gives you a complete history of the transaction.
Step 4: Check your uncategorised accounts
If you don’t categorise transactions into specific accounts, QuickBooks puts them into the Uncategorised Income or Uncategorised Expense account. Your missing transaction may be there. To check these accounts:
- Go to Settings and select Chart of accounts (Take me there).
- Look for the Uncategorised Income or Uncategorised Expense accounts.
- Select Run report.
- Look for your missing transaction on the report.
To move transactions out of the Uncategorised Income or Uncategorised Expense accounts, follow these steps to unmatch and move them.