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3 replies

M
Mich_S
Level 5
March 30, 2023

Hello there, john.

 

We want to make sure you can retrieve those missing transactions. With this, we'd like to ask for further information on what specific transactions you're referring to. This helps us determine the best resolution.

 

We're looking forward to your reply on this. The Community is available 24/7 to back you up. Take care always!

J
JAN777
February 5, 2024

I'm missing July 2023 - Nov 2023. I got behind categorizing and when I went to catch up those months were missing. I refreshed and updated and still missing

C
CamelleTModerator
Moderator
February 5, 2024

Let me help you with these missing transactions, JAN777.

 

When you link your bank account with QuickBooks, your recent transactions download automatically. Usually, most financial institutions permit downloading the last 90 days of transactions. If you can't find the data for July to November 2023, it could be because it's older than 90 days. 

 

To get the missing entries, you can add them manually using a CSV file from your bank. Then, follow the steps below to import it to QuickBooks:

 

  1. Go to the Profile icon and click Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Hit Import.

 

I'll also add this article to help you enter single transactions: Manually add transactions in QuickBooks Self-Employed.

 

Comment below if you have further questions about managing your transactions. I'll be around to assist you. Take care!

S
standberg
April 1, 2023

I have the same thing happening. It's happening with my business checking acct. Anyone know why or how to fix this? 

    S
    standberg
    April 1, 2023

    Aug 1 2022-the first of this year.

    K
    Kurt_MQuickBooks Team
    QuickBooks Team
    April 1, 2023

    I appreciate you for joining the thread, @standberg.

     

    Before we dig deeper into this, may I ask if those transactions went missing after importing them inside your QuickBooks Self-Employed (QBSE) company? Or are the existing business transactions inside your company file?

     

    If these are existing bank transactions inside your account, you'll want to refresh the bank accounts. Here's how:

     

    1. Access your QuickBooks Self-Employed company.
    2. Go to the Gear icon.
    3. Select Bank accounts.
    4. Click Refresh All.

     

    Also, another possible reason why you don't see them inside your company is that they've been already categorized. Inside your Transactions tab, you'll want to set it to show All types, and then in the Account section, choose your bank.

     

    Additionally, here's an article to help you manage bank transactions: Categorize transactions in QuickBooks Self-Employed.

     

    @standberg, let me know how it goes. I'll make sure to get back to you right away. Stay safe and have a good one!

    S
    standberg
    April 1, 2023

    Thank you for the reply. The transactions just weren't in there when I opened my account yesterday. They are business transactions that should be syncing automatically from my business checking. They have not been categorized yet. I did try all of what you suggested and searched for them with "all categories" selected. I also tried manually uploading then, but got the below error.  What can I try next?...

    We've filtered out 572 transactions that we already got through your bank connection. Looks like this file doesn't contain any valid transaction data. Check the file and try again.

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