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March 2, 2024
Question

I am trying to do my taxes with expenses and not all of the transactions on my bank statement are showing- a gross amount...Help? How can I ensure they all show?

  • March 2, 2024
  • 1 reply
  • 0 views
I went into look for instance- and none of my 3 different insurance transactions history is even there??

1 reply

March 2, 2024

I hope you are fine, lesleaanne. I recognize your transaction isn't showing under your Banking section within QuickBooks Self-Employed. Let me help you with how you can let the system display all your transactions.

 

Please know that QuickBooks is relying on what transactions are being entered within the system.

 

Furthermore, you'll need to manually click the Refresh All button to check for your most recent transactions.

 

Here’s how:

 

  1. Go to the Gear icon, then select Connect Bank under Transactions.
  2. Click Refresh all.

 

However, if this specific transaction has fees involved, there could be a probability that the exact fees are separated from the overall expense. You might need to compare your tax receipt to your bank statement and QuickBooks self-employed and calculate them. 

 

Once everything is good, you can categorize your transactions to ensure your financial records are correct.

 

If you need further aid with working your transactions, just leave a remark below. I’ll be around to respond to them for you.