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March 16, 2024
Question

Hi, I'm missing all transactions for November 2023, all the other months are there. Anyone else having the same issue?

  • March 16, 2024
  • 1 reply
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1 reply

Clark_B
March 16, 2024

Welcome to the Community, Gary.

 

I'd be glad to help you find your missing transactions in QuickBooks Self-Employed (QBSE).

 

Filters can be the reason why some of the entries are missing. Let's open the Transactions menu and change the Type, Account, and Date drop-downs to All to verify.

 

Here's how:

 

  1. Log in to your QBSE account, and click the Transactions menu.
  2. In the TypeAccount, and Date drop-downs, choose All.
  3. Scroll through the list of transactions to see your missing transactions or your entries.

 

Additionally, you might want to refresh your bank, to check if the missing transactions will appear after refreshing the banking page. Just click the Gear icon and select Bank accounts. Then, click Refresh all.

 

However, if you're still unable to find them, I recommend downloading a copy of your transactions from your bank using a CSV file. Once done, import it to QuickBooks. You may refer to this article to see how to import transactions to QBSE.

 

I'll also add this article to guide you to manually add the older transactions: Add older transactions to QBSE.

 

Please let me know if you need additional help with the steps I've provided above or any other concerns. I'm always here to help. Have a good one and stay safe.