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Lucy Cassidy
Jul 27, 2019 12:55 PM UTC
Solved

Missing transactions

Quick books hasn't imported some of my transactions (Natwest 16/17 July 2019- there's no error message. I find this alarming as I could have easily missed them. Is it assumed that we manually check each statement to check each transaction? If so is there any way to make this process simple? I know how to import the missing transactions manually - I'm just worried it's happened before and will happen again.
    KhimGAnswer
    Jul 27, 2019 3:58 PM UTC

    Thanks for giving us an update of the issue, @Lucy Cassidy.


    Since you continue to get the same result after clicking Refresh All, I recommend reaching out to the Customer Care Team for assistance. 


    They can pull up your account in a secure environment, which we are unable to do so in this public forum. If the problem requires further analysis, our representative can create a ticket and send it to the engineers for investigation.


    Here’s how to get in touch with support:

    1. Go to https://help.quickbooks.intuit.com/en_GB/contact.
    2. Choose QuickBooks Self-Employed from the list.
    3. Fill in the necessary fields.
    4. Click Ask Your Question.

    An agent will get back to you within 1 business day. 


    Let me know how this goes and if you need anything else. I’m here to help anytime. Take care! 
     

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    10 replies

    Lucy CassidyAuthor
    Jul 27, 2019 1:15 PM UTC

    Update: Strangely I just tried to import the missing transactions (by manually downloading them from my bank) and then importing them into quickbooks and it says, "we've filtered out the 7 transactions we already have from your bank account" - but when I double check the 7 transactions do not appear . . . Any ideas?

    @Lucy Cassidy wrote:
    Quick books hasn't imported some of my transactions (Natwest 16/17 July 2019- there's no error message. I find this alarming as I could have easily missed them. Is it assumed that we manually check each statement to check each transaction? If so is there any way to make this process simple? I know how to import the missing transactions manually - I'm just worried it's happened before and will happen again.
    Anonymous
    Jul 27, 2019 1:22 PM UTC

    Hi Lucy,

     

    We've been working on booting our online banking connectivity recently. QuickBooks needs freshened by clicking on the Refresh All button. 

     

     

    If none of the bank transactions are showing up, please contact us. We'll have it escalate to our engineers for them to find a fix. Please click on to connect with us. 

     

     

    If you have any questions, please post them here. 


     

     

     

    Lucy CassidyAuthor
    Jul 27, 2019 1:43 PM UTC
    Thank you for your reply. I've refreshed as you suggest but this has made no difference, I still have some missing transactions
    KhimGAnswer
    Jul 27, 2019 3:58 PM UTC

    Thanks for giving us an update of the issue, @Lucy Cassidy.


    Since you continue to get the same result after clicking Refresh All, I recommend reaching out to the Customer Care Team for assistance. 


    They can pull up your account in a secure environment, which we are unable to do so in this public forum. If the problem requires further analysis, our representative can create a ticket and send it to the engineers for investigation.


    Here’s how to get in touch with support:

    1. Go to https://help.quickbooks.intuit.com/en_GB/contact.
    2. Choose QuickBooks Self-Employed from the list.
    3. Fill in the necessary fields.
    4. Click Ask Your Question.

    An agent will get back to you within 1 business day. 


    Let me know how this goes and if you need anything else. I’m here to help anytime. Take care! 
     

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