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August 22, 2022
Question

Transactions are missing from bank account for 4/5/22 to 5/20/22. Any ideas?

  • August 22, 2022
  • 1 reply
  • 0 views
Transactions outside that range are fine.

1 reply

August 22, 2022

Hi jsugden.

 

Reconnecting or manually updating the bank is one of the solutions to fix the missing transactions. Aside from the steps, I'd like to lay down a solution to help you bring those entries to QuickBooks. 

 

Just to give an overview of why this happened, some factors prevented the transactions from being downloaded. One common reason is that a bank maintenance update happened on the date range. Connection interruptions can also prevent the transactions from being downloaded (both short-term and long-term).

 

You can follow these steps to update your bank:

  1.  Go to Transactions/Banking on the left panel.
  2. Click on the Banking link.
  3. Select the account you’re working on.
  4. Next, click on the Update button.

 

In addition, you may want to filter the banking transactions in the For review tab to All dates and All transactions, then hit Apply.

 

 

Then check your uncategorized accounts for both income and expense. The missing transactions may be there. 

 

Here how:

 

  1. Go to the Accounting menu.
  2. Select the Chart of Accounts tab.
  3. Look for the Uncategorized Income or Uncategorized Expenses account.
  4. Select Run report.


     
  5. Look for your missing transaction on the report.

 

After those missing transactions sync to QuickBooks, we can start categorizing them

 

I'll also include this article if you have questions about managing and fixing missing transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

In case you or your accountant needs help in reconciling your bank account, I'll add an article that you can bookmark for future use: Reconcile an account in QuickBooks Online.

 

You can always drop by here if you have more questions about seeing your bank transactions. I'll also help you out if you have any concerns about other entries or opening a specific report. Have a good one.