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July 18, 2021
Question

I'm missing transactions that are in my checking account but not on Quickbooks from 6/18/2021 to 7/8/2021. Does anyone have any idea how to fix?

  • July 18, 2021
  • 1 reply
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1 reply

July 18, 2021

Hello @psuesser,

 

In QuickBooks Self-Employed, you can refresh the connection of your bank accounts to initiate an integrated connection so it can download your missing transactions. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under Transactions, select Bank accounts.
  3. Toggle to turn off the bank account you do not wish to be updated.
  4. Click Refresh all.

 

To give you a head start in case you'll see some duplicate transactions, this article will help you handle them: Handle duplicate transactions in QuickBooks Self-Employed.

 

Additionally, I've also included this reference helpful with a compilation of articles you can use while working with your bank account and transactions: Banking for QuickBooks Self-Employed.

 

If you have follow-up questions about this or any other concerns with QuickBooks navigation, please don't hesitate to hit the Reply button below. I'm willing to help and assist you anytime. Take care and stay safe!