I upgraded to the new QB version (am a sole trader) but it hasn’t pulled through all of my bank account history. Transferred on 6Feb but no transactions listed afterwards

Hello Hayleybates, when you connect your bank account to QuickBooks, it downloads your latest transactions. If any transactions are missing, it may be due to a problem with the bank feed or ongoing maintenance at your bank.

To better understand why some transactions are not appearing, could you please provide the name of your financial institution? Additionally, could you let me know whether the missing transactions are recent or from the past? Any information you can provide would be appreciated.

In the meantime, I recommend checking your bank's website to see if they have any ongoing issues, as QuickBooks relies solely on the data provided by your bank.

If you want your recent transactions to sync, I suggest manually refreshing your bank transactions.

Here's how:

1. Sign in to your QuickBooks Sole Trader account.
2. Go to the Transactions menu in the left pane and select Bank transactions.
3. From there, click the Refresh icon.

For older transactions, consider manually uploading them using a CSV file so you can categorise them as needed.

Please note that manually refreshing or uploading transactions can result in duplicate entries. If this happens, you can easily remove the duplicates by selecting them and choosing Exclude.

If you have any further questions or need additional assistance, please feel free to leave a comment below. We are here to help!