It looks like I am missing my transactions from the majority of last year. I only see the end of last year, and the previous year. How do I retrieve the missing data?

Keeping track of your account register is an effective method of identifying any missing transactions in QBO, Stephanie. I have some strategies that can help you recover those transactions.

Firstly, it's important to check the filters used in organizing transactions. Missing transactions in QBO can occur because of certain filters applied to accounts or an incorrect date range. It's necessary to remove or adjust these filters accordingly.

Here's how to find transactions in your bank register:

1. Navigate to Settings and select Chart of Accounts.
2. Identify the account, then click View Register in the Action column.
3. Click on the Filter icon to refine the search results. Ensure the date range is correctly set to view the relevant period.
4. Then, clear all filters except for the date range by clicking the X next to each filter name.

From there, you'll have the ability to see all transactions that have been logged in QBO but are hidden because of the filtering feature.

However, if you've just recently linked your bank account in QBO, you can manually upload your missing transactions, and recategorized them.

Additionally, you can read this page if you wish to learn how to run a customized financial reports to give you a quick overview of your business: Run a report in QuickBooks Online.

Experience how QuickBooks Live, coupled with our expert bookkeeping services, they can take your business to the next level. Save time and focus on growth while our seasoned consultants craft customized solutions specifically for your business needs.

Here’s to keeping your account thoroughly checked and accurate, Stephanie. Please know that you can always revisit this thread if you've further questions with regard to your missing transactions in QBO. We're always here every step of the way.