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October 2, 2022
Question

My recent transactions are not showing since I completed my first VAT return. How do I refresh this?

  • October 2, 2022
  • 1 reply
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1 reply

October 2, 2022

Hello, markcleanhygiene. 

 

I'm here to help you bring your missing transactions into QuickBooks Online.

 

The transactions downloaded to QuickBooks Online is dependent on the data provided by your bank’s website. To confirm that these transactions are posted in your bank account, you can log into your account on the bank's website and check if you see the transactions.

 

Right after, let's update your bank account to bring in the transactions to QBO. Here's how: 

 

  1. Go to Banking on the left panel.
  2. Click on the Banking link.
  3. Select the account you’re working on.
  4. Next, tap on the Update button.

 

If in case you still can't see them in QBO, we'll need to download the missing bank transaction manually from your bank's website and import them into QuickBooks using WebConnect.

 

You can check this article to learn more about the WebConnect feature and the detailed steps: Manually upload transactions into QuickBooks Online.

 

For future reference, you can read these guides about categorising your bank transactions and reconciling your accounts.

 

Please let me know if you have any other banking concerns by dropping a comment below. Have a wonderful day!