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kevinwadel
January 17, 2021
Question

I noticed a whole month's transaction and random one off transaction missing after fine tooth combing. Is this normal? Do I need to double check every single one?

  • January 17, 2021
  • 1 reply
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1 reply

MichelleBh
MichelleBh
January 17, 2021

That's not normal, @kevinwadel.

 

I'll share some knowledge about transactions sin QuickBooks Self-Employed. 

 

Yes, you'll need to double-check each of the transactions recorded in your account. That way, we can guarantee that there's no missing transaction.  

 

Once you're unable to see the missing one, I'd suggest creating a new one. To ensure your customer's data and your books are accurate. 

 

I've added some articles about handling your expenses, vendors, banking, taxes, tracking, and logging data. 

 

 

Let me know if you have follow-up questions. I'm happy to provide an explanation and resolutions. Keep safe!

K
kevinwadelAuthor
January 17, 2021

Thanks Michelle for the reply. What's the best way to resolve this issue? 

 

Should I manually import those missing transactions that are missing? 

Should I try reconnecting the bank?

I have thousands of transactions that I would have to sort through under this account, it's unsettling to know that there may be more missing. Is there any way to prevent this?

C
ChristieAnn 11
January 18, 2021

Hi there, kevinwadel.

 

I appreciate you for coming back here in the Community to add more clarification about transactions in QuickBooks Self Employed.

 

I recommend manually import those transactions that are missing. This is to avoid duplicate entries in your account. Reconnecting to the bank can cause you to connect again with all the transactions you have. If that's the case, your QBSE data will show inaccurately. Please refer to this article to see the detailed steps on how to perform the instructions: Manually import transactions into QuickBooks Self-Employed.

 

On the other hand, I recommend double-checking each of the transactions recorded in your account as always as possible. This is to prevent missing entries. You'll also have the option to click the Refresh button under the Banking page to make sure you have the latest entries.

 

Here's how:

 

  1. Log in to your QBSE account.
  2. Click the Gear icon.
  3. Choose Bank accounts.
  4. Click the Refresh all button.

 

 

Please refer to this article for different information on how the QBSE version is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C: QuickBooks Self-Employed Overview.

 

Feel free to leave a comment below if there's anything else you need with your QuickBooks transactions. I'd be glad to help.

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