Skip to main content
T
tcar2000
April 3, 2022
Question

How can I get QuickBooks Self-Employed online to update my Capital One accounts to show all transactions? The balances are correct, but many transactions are missing.

  • April 3, 2022
  • 1 reply
  • 0 views
In 2020

1 reply

J
JamaicaA
April 3, 2022

I’m here to assist you with updating your Capital One account, @tcar2000.

 

All downloaded transactions in QuickBooks Self-Employed are based on the information provided by your bank. You’ll need to manually click the Refresh all button to check for your most recent transactions.

 

Here’s how:

 

  1. Go to the Gear icon, then select Connect bank under Transactions.
  2. Click Refresh all.

If the issue persists, it’s possible that your bank is performing some maintenance or it can be the notifications that needs your attention. I’d recommend signing in to your bank’s website or reach out to their Technical Support.

 

Once everything is good, you can categorize your transactions to ensure your financial records are correct.

 

If you need further assistance with managing your transactions, just leave a comment below. I’ll be around to answer them for you.

T
tcar2000Author
April 3, 2022

I've tried the "refresh all" option multiple times over the past two days. It doesn't work to update the transactions. I've also tried unlinking the Capital One account from my Intuit account on their site, then linking the account again. That didn't work.
It's not the most recent transactions that are missing. It's several months of transactions from 2020 & 2021 that are missing.
The balances are correct in QBSE, however.

AlexV
AlexV
April 3, 2022

Hello tcar2000!


Thanks for the reply. Allow me to assist you in fixing the missing transactions in QBSE.


Please note that QuickBooks Self-Employed will automatically download your recent transactions when you link your bank. However, you still can manually upload the previous transactions. All you need is a CSV file from Capital One. Then, follow these steps:

  1. Go to the Gear icon and select Imports.
  2. Select Import transactions. Follow the onscreen steps to upload the CSV file.
  3. Tap Import.


I added this article if you need a reference about the different Schedule C categories in QuickBooks Self-Employed: Schedule C and expense categories in QuickBooks Self-Employed.


If you happen to come across any difficulties while recording your entries, fill me in with the details and I'll help you fix them. Let me know and I'll gladly lend a hand.

Terms & ConditionsAccessibility statement