Find missing downloaded transactions

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.

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

1. Select Update .
2. 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 Bank transactions section and categorise them into the correct account.

Follow this link to complete the steps in product

1. Select your bank.
2. Find your transactions in the For review, Categorised, or Excluded tabs.
3. Categorise them to the correct account.

Pending

These are your recently downloaded transactions. When you find the missing transaction. You can categorise them to make the missing transaction appear in your books.

Posted

These are your already categorised transactions. You might find the missing transaction categorised 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 categorise 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.

1. Go to Settings and select Chart of accounts (Take me there).
2. Find the bank account, then select Account history.
3. Select the transaction you want to review to get more details.

Check your uncategorised accounts

If you don’t categorise transactions into specific accounts, QuickBooks puts them into the Uncategorised Income or Uncategorised Expense account. You might find your missing transaction there.

1. Go to Settings and select Chart of accounts (Take me there).
2. Find the Uncategorised Income or Uncategorised Expense account.
3. Select Run report.
4. Find your missing transaction in the report.
5. Unmatch and move them.