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November 5, 2022
Question

I can't find one credit card transaction.

  • November 5, 2022
  • 1 reply
  • 0 views
I'm missing one expense transaction from a Chase credit card. QBSE shows the previous day and the following day, but not that one. I can see it in my Chase online account. Any ideas why it didn't register or how I can find it?

1 reply

November 5, 2022

Hi, @aaronjhutch.

 

I'm here to help you how to enter banking transactions manually in QuickBooks Self-employed.

 

If there are missing data, QuickBooks enables us to enter the transaction. Please follow me, and I'll guide you through the process.

 

  1. Sign in to your QBSE account.
  2. Go to the Transaction menu and select Add Transaction.
  3. Enter the amount and a description.
  4. Choose a category to organize your transaction in the Select a category section.
  5. Hit Save.

 

You may also review this article for additional reference: Categorize transactions in QuickBooks Self-Employed.

 

If you need help with splitting a transaction into multiple categories, use this link as your guide: Split transactions in QuickBooks Self-Employed.

 

I can help you with aside from working with your bank account and transactions, please let me know by leaving a comment using the Reply option below. Take care always!

November 9, 2022

Thank you for the reply. My concern is that other transactions are missing without my knowledge. If one is missing, maybe there are many. Is there a reason QBSE misses some credit card transactions?

JessT
November 9, 2022

Hi aaronjhutch,

 

Transactions will be deleted if you disconnect your credit card account. However, if you select a specific filter, like a date range, an account, or type, only those that don't belong to the filter will be removed. Set your filters to All to start checking this out.

 

 

Let me know what you'll find out or if you have additional concerns. Take care and have a good one!