Finding the missing transactions is crucial, especially when you're about to categorize or reconcile your account, jenoberem. Let's fix this and locate your entries.
If your transactions are over 90 days, you can get your transactions from your bank's website. From there, kindly follow the bank's instructions to download your CSV files.
Additionally, ensure you have the correct date range before downloading the file. Afterward, you can manually upload transactions into QuickBooks Online (QBO).
On the other hand, you can update your bank feed connection manually if the missing entries are within 90 days.
Here's how:
- Go to the Transactions menu, then click the Bank Transactions option.
- Select the bank in question.
- Click Update.
- Once done, you can navigate to the For Review tab to see the missing transactions.
After seeing your transactions from the For Review tab, you can now categorize them. When you're done categorizing and want to balance your account, you can proceed to reconcile your accounts.
We're still around to help you with missing transactions or any questions you may have as you categorize your entries.
