Skip to main content
April 9, 2024
Question

Why is it not showing my bank transaction from jan-march 2023?

  • April 9, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Nicole_N
April 9, 2024

I'll share some possible reasons why your bank transactions didn't show up in QuickBooks Self-Employed (QBSE), @amariebags

 

Before doing so, can you tell me the name of your bank? Knowing this would help us verify if there's an ongoing investigation related to your financial institution. 


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.

 

Moreover, manually updating your bank account in QBSE helps refresh the connection between your bank and QuickBooks so transactions will show up. Here's how:

 

  1. Open your QBSE company.
  2. Go to the Gear icon.
  3. Select Bank accounts.
  4. Click Refresh All.

 

Another possible reason you don't see them inside your company is that they've already been categorized. From the Transactions tab, you'll want to set it to show All types, and then in the Account section, choose your bank. Make sure to filter the Date to ensure that no transactions are overlooked.

 

Additionally, it's good to categorize transactions once downloaded to prevent losing them. This way, QuickBooks puts them on the correct line of your Schedule C.

 

I'm all ears if you have other banking concerns or questions about managing your bank transactions. Just drop a comment below and I'll provide the necessary help.