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July 9, 2025
Question

transactions not appearing

  • July 9, 2025
  • 1 reply
  • 2 views

For some reason any transactions prior to 7th April of this year aren't showing in quickbooks for me. Despite my banking being connected for many years prior. I'm with Natwest, so had to switch to an online banking connection rather than the business banking connection, however these dates don't coincide. I've also tried uploading a CSV file of the missing transactions for the first 6 days of this tax year where I get the following message -

 

We've filtered out 20 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 include all transactions
 
When trying to import the transactions for the previous tax year, also using CSV I get the following -
 
We've filtered out 61 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 include all transactions
 
Please advise, I'm missing transactions from the first 7 days of this tax year and everything for 24/25 which will render using quickbooks for tax returns unviable.

1 reply

QuickBooks Team
July 9, 2025

The possible reason you got a missing transaction is that the transaction did not reflect on your bank website, and you got a pending transaction, Luke.

 

If the missing transactions are now reflected on your NatWest bank website, I suggest refreshing the manage account.

 

Here's how:

 

  1. Click the Gear icon.
  2. Under transactions, select the Manage Accounts.
  3. Click Refresh all.

 

If the issue persists after refreshing, it may be due to temporary maintenance or delays in data transmission from your bank. In that case, I suggest contacting NatWest's bank to inquire about any updates or restrictions that are affecting the synchronization of transactions.

 

Since you are uploading transactions manually via CSV and encountered an error, this could be related to incorrect file formatting. QuickBooks Self-Employed has specific requirements for CSV file imports. Please check the following File structure, date, description, and amount.

 

Once successful, review any possible duplicate transactions that appear in your account. QuickBooks may flag duplicates if the same transactions are already present via the bank connection.

 

If you have any further questions about QuickBooks, feel free to reach out.