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June 21, 2020
Question

I have missing transactions, can’t see in both reviewed and not reviewed

  • June 21, 2020
  • 1 reply
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1 reply

June 22, 2020

Hi there, 

 

Your transactions are one of the most important pieces of data on your account. It's vital you're able to see all of them on your account. Don't worry, I'll be happy to show you how to manually update your bank or manually upload your bank transactions. 

 

QuickBooks is a unique program that's designed to meet your business. QBO comes with a versatile design that's easy to navigate. That being said, I'd like to show you how to update your bank manually. Sometimes you may need to update your bank transactions and here's how:

  1.  On the left navigation bar, click Banking.
  2.     Go to Banking tab.
  3.     Click Update.

For your reference, you can check this article: How to manually update bank accounts.

 

If you're still missing the transactions, you'll need to download bank transactions manually from your bank's website and import them into QuickBooks using WebConnect. 

 

To learn more about WebConnect, you can check this article:How to upload more than 90 days of bank transactions.

 

If you need further assistance with the steps, you can contact our QuickBooks Online Support Team. They have additional tools to pull up your account in a secure environment and do a remote session. Let me know if you have other questions. I'm here to help steer you in the right direction. Otherwise, enjoy the rest of your week! :)