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April 25, 2021
Question

The Month of October 2020 is missing from my Transaction page. I have all other months . I have refreshed my bank screeen. that did not help

  • April 25, 2021
  • 1 reply
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1 reply

Angelyn_T
April 25, 2021

Hi Nikole.

 

I appreciate you for sharing your concern here on the Community forum. I want to make sure your missing data are added to QuickBooks.

 

Bank transactions are removed from the Transactions page if the bank account is deleted or disconnected from QuickBooks. If I may ask, have you tried disconnecting or removing your bank account? Or, are these transactions excluded from QuickBooks? If yes, you need to add the October 2020 data manually or import them as an Excel CSV file.

 

Here's how:

 

  1. Go to the Gear or Profile icon, then click on Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Hit Import.

 

If not, I need to verify the name of your bank. This way, I can check for any open investigation about the issue. Moreover, can connect with our Support Team so an agent can take a look into this more closely.

 

Once the transactions are added to QBSE, you can categorize them and put your transactions on the correct line of your Schedule C and expense categories.

 

If you have any other questions about your banking transactions, let me know by adding a comment below. I'm more than happy to help. Cheers for more success!