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Grow4Life
December 9, 2024
Question

bank transactions

  • December 9, 2024
  • 1 reply
  • 0 views

I am trying to resolve why there are missing bank transactions in bank feeds that are on the bank statements.  i set up the new account with bank of america in July and no problems everything reconciles and suddenly about mid September there are random missing transactions both credits and debts.  For example purposes - the bank statement lists 3 deposits on the 23rd but only 1 is in QB Bank Feed, 5 deposits on the 27th and only 1 in QB Bank Feed and so on.  Same thing for debt transactions.  Customer service called me back and told me   to do direct feed and upload manually.  All that makes sense if there is a definitive date when it stopped working or if bank feed returned errors etc.  But like I said these are random transactions not missing days of transactions.  I have not got an error message either.  help

1 reply

S
SheandL
December 9, 2024

Hi @Grow4Life, it's definitely frustrating to have missing transactions in your bank feeds when you know they're on your statement. I'm here to help you figure this out.

 

It sounds like you've already done some great troubleshooting by contacting support. Since this issue started happening randomly without any error messages, it's possible there might be a temporary connection issue between QuickBooks and your bank. Here are a few things you can try:
 

  • Refresh your bank feeds: Sometimes, a simple refresh can help pull in those missing transactions.
  • Check for filter settings: Make sure you don't have any filters accidentally applied in your bank feeds that might be hiding transactions.
  • Disconnect and reconnect your bank account: This can sometimes reset the connection and resolve syncing issues.

 

If those steps don't work, you can manually upload the missing transactions using a .qbo file, as a workaround for now. You can find more information on how to do that here: Download bank feed transactions in QuickBooks Desktop.

 

Since you mentioned the issue started around mid-September, it might also be helpful to check with Bank of America to see if there were any changes to their online banking system around that time that could be affecting the connection.

 

Moreover, here's a helpful guide you can check if you want to learn more in matching transactions in QuickBooks: Add and match Bank Feed transactions in QuickBooks Desktop.
 

You're free to visit and post in this forum if you need further help in address the missing transactions in your bank feed, @Grow4Life. We're around to provide the assistance you need.

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