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George-Mandler
June 1, 2024
Question

I am missing bank account transactions. 2 days of transactions are missing (about 15 transactions). If I click "update" it states I am up to date. Yet missing.

  • June 1, 2024
  • 2 replies
  • 0 views
My QB online account is missing transactions from 5/24 and 5/28.   QB states it is up to date.  

2 replies

M
MAnneJ
June 1, 2024

I'm here to provide detailed assistance with the missing transactions in your bank feed, George.

 

Before proceeding, can you please provide me with your bank's name? This will help me verify if there are any issues between your bank and QuickBooks Online (QBO). This being said, QuickBooks only relies on the transactions provided by your financial institution

 

Then, we can take the steps to manually add your missing transactions to QBO. We can do this by logging in to your bank account and downloading the missing transactions in CSV format, as QBO accepts this format.

 

After this, we can proceed in matching and categorizing the transactions. 

 

In addition, you'll want to check this article and learn the reconcile workflow to make sure the amounts match your real-life bank and credit card statements: Learn the reconcile workflow in QuickBooks.

 

I am always available to assist you with managing your bank feeds. Just leave a reply, and I'll surely get back to it in the comments. Have a great day ahead!

D
Dolorian
February 14, 2025

I am experiencing similar issues with my linked bank with random transactions missing.

Does QBO have an explanation of how this is happening randomly across my accounts? As a small business owner, I don't have the time to constantly check the bank transactions in QBO against the bank statements. I expect the linking to be seamless and reliable.

 

Looking forward to hearing back.

 

Thanks - Dorian

C
Carneil_C
February 14, 2025

I know a possible reason why some of your transactions are missing, @Dolorian.

 

Before anything else, I'd like to ask for your bank's name. This way, I can check here on my end if there are reported issues about this matter.

 

You can also check with your bank's end for notifications or alerts of possible maintenance. Also, please know that QuickBooks Online (QBO) relies on the data transmitted by your bank. Some banks allow you to download transactions from the last 90 days, while others can go back as far as 24 months.

 

To resolve this, you can manually refresh the connection between your bank and QBO by following these steps:

 

  1. Click Transactions from the left menu, then Bank Transactions.
  2. Select the bank account.
  3. From the top-right of the page, click the Update button.

 

If the problem persists, you can manually upload your bank transactions to QuickBooks. It's also advisable to reconcile your accounts monthly to ensure accuracy and balance.

 

If you'd like a second set of eyes on your bank transactions and accounts to ensure you're getting the most out of QuickBooks, check out our QuickBooks Live Expert Assisted team. They are available on demand to offer guidance. 

 

If you need more help with your transactions or any other issues, feel free to reply, and I'll be here to assist you.

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