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M
marklay22
September 8, 2024
Question

My accounts are missing expense transactions from credit card sync. Is there a way to recover transactions from a specific period of time via sync?

  • September 8, 2024
  • 1 reply
  • 0 views
Odd sync behavior. My payments imported, but the expense for the same period did not. Any suggestions are appreciated.

1 reply

A
Archie_B
September 8, 2024

Hi there, marklay22. This odd syncing behavior can indeed be frustrating and disruptive to your financial records. 

 

First, could you tell me the name of the financial institution associated with your credit card that is connected to your QuickBooks Online (QBO) account? Any additional information will allow us to verify the issue at hand.

 

Also, once you connect an account for online banking, QuickBooks will download the 90 days or less of your entries. This process is automatic and cannot be opted out.

 

In the meantime, we'll manually update your credit card account to download the missing transactions. It will help to refresh the connection between your bank and QuickBooks. Like this:
 

  1. Go to Transactions.
  2. Select Bank transactions.
  3. Click on Update.

 

After that, you can check the For review tab to find the missing transaction. If the issue persists, see this article for additional troubleshooting steps: What to do if you can’t find downloaded transactions in QuickBooks Online.

 

Otherwise, you can also check your Banking menu again to ensure you're selecting the correct tile for the credit card account from which you downloaded the transaction.

 

Additionally, you can now categorize your transactions in QBO after downloading them. 

 

Your attention to detail in your accounts is commendable, marklay22. I'll also keep an eye on this thread if you still have other concerns or follow-up questions about banking. Have a wonderful day!

M
marklay22Author
September 8, 2024

American Express and Wells Fargo appear to be missing transactions. Chase accounts did not have any issue.

C
ChristineJoieR
September 8, 2024

We appreciate you bringing this matter to our attention and providing your financial institution, Mark. We received several reports about missing transactions in QuickBooks Online.

 

QuickBooks downloads transactions every night around 10 PM PT. To ensure you have the most recent transactions, perform a manual update as recommended by my colleague above.

 

Also, QuickBooks if bank transaction status is pending. We can contact our bank to see if there is ongoing maintenance on the bank’s end or announcements about new security requirements.

 

Additionally, we can manually upload transactions via CSV file. This method will allow you to ensure that your transaction data is up-to-date and accurately reflected in your records while we resolve the underlying problem.

 

I've included these resources to assist you in redoing your reconciliation in the future and to help you track the results afterward:

 

 

If you need assistance with the CSV file uploading process, leave us a comment. We'll be happy to help.

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