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BeyondTheBox
March 21, 2020
Question

Bank Registers Missing Transactions and Running Balance

  • March 21, 2020
  • 2 replies
  • 0 views

I went to edit a transaction in one of my 2 bank account registers and I could not find it. It seems transactions are missing from both registers and the running balance says n/a. Its says last reconciled 2/28. See attached file.

 

Intuit...what is going on?

 

This is clearly an internal issues and I hope not a consequence of some sort of maintenance process. This system should be 100% available at 9:45 ET on a Saturday.

 

Please respond with a root cause and expected correction time. I understand you have limited support but  M-F only is not realistic when all of those who can help are actually at home and available to help.

2 replies

M
mv32
March 21, 2020

Thanks for posting to the Community, @BeyondTheBox.

 

When the bank balance shows up, yet the transactions are missing, you can Update the banking page manually. It refreshes the page that can load missing transactions.

 

Let me show you how:

  1. Go to Banking.
  2. Select the Banking tab.
  3. Click the Update button on the upper right.

If the issue persists, please contact our Care Support Team. They have tools to pull up your account and help you verify, check and fix it.

 

Here's how:

  1. Go to Help and then select Contact Us.
  2. Provide your query and click Let's talk.
  3. Choose to Get a callback.

Please know that you're always free to leave a comment. I'm always here to help. Have a good one!

B
BeyondTheBoxAuthor
March 21, 2020

I really wish I would not receive useless information that presumes I am using QB but not intelligent enough to refresh the banking.

 

I am not a novice and what I know is that those transactions were in the register yesterday and not today. The attached file clearly shows issues with the view which should be quite obvious to experts.

 

I guess I will have to leave a support message for a call center person who may pass it along.

 

 

    M
    missing data
    June 4, 2023

    I am missing months and months of data entered just before my accountant had to do my taxes. everything was balanced to my online banking and the next day when i went to reconcile my checking it was all gone, 2 full days of work. My accountant said this has happened to a couple other of her clients , how do i get that data back ?!!

    C
    ChristineJoieR
    June 5, 2023

    I can see your frustration as you discovered the missing transactions in the Banking section. I'll lend a hand to fix the lost data you have.

     

    One way to recover missing transactions is through the Audit log. You can see the full details of the data. Nonetheless, to have them back in the Banking tab is re-enter them at a time. 

     

    Follow these steps:

     

    1. Navigate to Settings and click Audit Log.
    2. Input the correct date from the Filter dropdown menu.
    3. Select Apply, then locate the deleted details.
    4. Go to the History column and View.
    5. See all the information you need under the Event column.
    6. You can re-enter the transaction with its original data from the Audit log.

     

    You may also use this article as your reference: Use the audit log to re-enter deleted transactions. 

     

    I've also added these articles that can guide you more with filters to your reports and reviewing your Balance Sheet: 

     

     

    Let me know if you have concerns about your transactions. I am always here to assist you. Have a good day!

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