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February 13, 2021
Question

Missing Transactions. I'm missing transactions for two and a half months. They show in my credit card statements but didn't roll over into Quickbooks.

  • February 13, 2021
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1 reply

February 13, 2021

Hello @megolarson,

 

You can refresh the connection of your bank accounts to initiate an integrated connect so it can download the missing transactions in question. Let me 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 for a compilation of articles you can use while working with us: Banking for QuickBooks Self-Employed.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.