Question

Why are transactions missing from my connected accounts for several months during 2023 but resume normally thereafter?

Forum|Forum|2 years ago
January 28, 2024
4 replies
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QuickBooks Self-Employed

I have the information you need for possible reasons why transactions are missing so we can find them moving forward, wellsellen.

QuickBooks relies on the data provided by your financial institution. Therefore, missing transactions may occur due to delays or interruptions in the bank connection and the program. It can also be your bank is currently undergoing maintenance. To verify this, visit their website.

Additionally, we can check if they have already been synced in QuickBooks by selecting All for the Type, Account, and Date filters to ensure that no transactions are overlooked.

If they don't appear, your browser may be causing the problem. In this case, let's open your account in a private window. This mode doesn't save search histories and can help isolate the issue. Use the following shortcut keys:

Ctrl + Shift + N (Google Chrome).
Ctrl + Shift + P (Firefox).
Control + Option + P (Safari).

If this works, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative.

For future reference, use this guide in organizing your transactions: Categorize transactions in QuickBooks Self-Employed.

You can also visit this page to learn how to manage entries quickly: Create rules to speed up reviews in QuickBooks Self-Employed.

Feel free to click the Reply button below if you have more questions about handling transactions in the program. I'll be around ready to help. Have a great day!

W

wellsellen-comcaAuthor

Hi JamaicaA!

Thank you for your quick reply. I have tried all of your suggestions.

1. I signed into my bank website and the site is up and running and I have full access to all of my transactions, and also for those that are not uploading to my QuickBooks account. Also, I have about 5 different bank and credit card accounts associated with my QuickBooks account and for the month of July 2023 only one of them is appearing in my QuickBooks account (August through mid October are also missing several of the credit card/bank accounts, too). Because only 1 of the 5 associated accounts is appearing for July leads me to believe that the problem is not due to website maintenance issues - the likelihood of all those accounts being down due to maintenance at the same time is very low.

2. I opened QuickBooks in a private Firefox window and that did not resolve the issue.

3. I think I cleared my Firefox cache and that did not resolve my issue.

4. I opened QuickBooks in Safari - which I never use and has no previous history of me using QuickBooks - and those bank and credit accounts are still not appearing in my QuickBooks account.

If you have any other suggestions I am happy to give them a try. Otherwise I will try to contact customer service when your offices open on Monday morning.

Thank you,

Ellen

F

FateCandylaneT

I appreciate the effort in performing the steps shared by my colleague above, wellsellen-comca. I can help provide additional insights to make sure missing transactions from your bank get resolved, so you can get back to business efficiently.

Beforehand, may I know what specific banking account is linked to your QBSE file? Any detailed information will get us closer to the resolution and check if there's an open investigation about your concern.

As mentioned, the program is dependent on the data imported from your banking institution. Thus, you can manually click the Refresh All button to check for the missing bank transactions. Sign in to your QuickBooks Self-Employed account from a laptop or desktop device, then refer to the steps below:

Go to the Gear icon, then select Connect Bank/Bank accounts under Transactions.
Click the Refresh All button.

In addition to this, you can get older transactions directly from your bank and or manually import them to your online account using a CSV file.

Once transactions are in, you'll have to categorize them to ensure they are assigned to the correct line of your Schedule C.

If there's anything else you need further assistance with when managing bank transactions in your account, just let me know in the comments below. I'll gladly provide additional help at any time. Keep safe and have a great day ahead!

T

thesurfbus

I have the same problem and have followed the suggestions here with no luck.

R

RhoiceW

Hi there, thesurfbus. I appreciate you for all you've done on your end to fix the issue. I can help you get in touch with our support team to further troubleshoot and fix the issue you're experiencing with missing transactions.

Since you've already followed the steps provided by my colleague and still have the same issue, I suggest contacting our QuickBooks support team for further assistance. They can provide troubleshooting steps to help resolve the issue.

Here's how:

Sign in to your QuickBooks Online company.
Select Help (?).
Select Contact Us and choose a way to connect with us:

Start a chat with a support expert.
Get a callback from the next available expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT.

Furthermore, I'm adding this article again to help you in categorizing your transactions to QuickBooks: Categorize transactions in QuickBooks Self-Employed

Don't hesitate to comment if you still have concerns with your transactions. I'm always here to help.

M

MN2021CA

I'm encountering a similar issue. Transactions from one of my accounts are missing between mid-June and mid-October, while for the other account, transactions are absent after mid-June until January. Unfortunately, my bank account doesn't offer the option to export CSV files for transactions older than 60 days. This situation is incredibly frustrating!

A

AileneA

I can see the importance of bringing in your missing bank transactions, MN2021CA. Allow me to route you to the appropriate support so you can get back working and resume managing your business.

To address this issue and ensure a prompt resolution, I recommend reaching out to our QuickBooks Self-Employed customer support directly. We have dedicated experts who can assist you in effectively investigating and resolving the problem of missing transactions. They can also access specific tools and resources to help troubleshoot and identify the root cause.

You can contact QuickBooks Self-Employed customer support by logging in to your QuickBooks Self-Employed account and navigating to the support section. There, you will find options to contact them via callback or chat with a support expert. Be prepared to provide them with specific details about the missing transactions, such as the date range, transaction type, and any relevant information that can aid their investigation.

When you contact our support team, make sure to check our availability hours. This will help us respond to your issue promptly.

Moreover, consider scanning this material to help you organize your transactions: Categorize transactions in QuickBooks Self-Employed.

Keep me posted if you're able to restore or import the missing transactions. You can also post more questions if you need more help from us. Have a great day!

S

ShDeNiear

Is anyone else still having this issue? I am missing transactions across all my accounts for late January to early March of 2024. The responses from Quickbooks seem to be AI generated so I’m not sure they are reliable.

E

Elloveechi

Yup, same issue here. Missing nearly all transactions from all bank and credit card accounts from February to September of this year (2024) so they clearly haven't fixed the issue. CSV downloads don't contain the same information as the linked transactions so when I upload them I still have to manually categorize everything for most of the year. It's thousands of transactions. Total nightmare. Will hopefully have our accountant's office do our bookkeeping in 2025 so we can cancel this software. Absolutely useless with more than half the year's transactions missing. I've wasted so much time already trying to fix this that I probably could have finished my bookkeeping by hand by now.

C

cuebeesufferer

January 2025 here, found this article because I'm having the same issue. Was missing 12 of 15 transactions from September 2024, including the tax payment I made in QBO itself. Downloaded all of my 2024 transactions from the bank and compared to all 2024 transactions in QBO. 45 additional transactions are missing. Astounding that the biggest and most universal accounting software can't get something this basic right even for a simple self-employed person.

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