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R
Rie7
January 20, 2021
Question

Quickbooks not recording emailed receipts

  • January 20, 2021
  • 1 reply
  • 0 views

Hello

I've just noticed, that quickbooks didn't record an SEISS grant that I had back in July. Even though my bank account is connected. 

It just is not present on the quickbooks transaction tins screen.

 

So I looked a little further to see what else hasn't been recorded, and turns out, that at least 50% of receipts that I've emailed quickbooks aren't showing up either, from MONTHS ago!

 

I'm having to go through every transaction manually, I might as well not pay for this service and do my own book keeping!

 

I am VERY WORRIED that this has happened last year, and I've already paid my tax bill!

Complete waste of my time and monthly fee!

1 reply

R
Ryan_M
January 20, 2021

Hi @Rie7,

 

I'll lend a hand in getting your missing bank transactions in your QuickBooks Self-Employed (QBSE) company. 

 

For missing transactions in your online bank account, you have the option to upload them by hand. To start, follow the steps below:

 

  1. Go to Transactions. 
  2. From the Account: All drop-down menu, select the bank account.
  3. Move to the Date drop-down menu, then choose All. 
  4. Hit the Date column header to sort the list by date.
  5. Take note of the oldest transaction date in the account. 
  6. To continue, see this article: Add older transactions to QuickBooks Self-Employed. Scroll down to Step 2: Export the transactions from your bank. 

I suggest you view this article as well: Categorise transactions in QuickBooks Self-Employed. It has the steps on how to categorise bank transactions on both the browser and the mobile app. 

 

Press the Reply button if you have other questions about your QBSE company. I'll be around to provide further assistance.

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