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Buy nowI see the importance of having complete and accurate financial records, RS6101. Let's work on getting those missing bank transactions to appear in QuickBooks by exploring another option.
Before we begin, please know that QuickBooks Self-Employed (QBSE) relies on the data provided by your financial institution. Therefore, I suggest visiting your bank's website to see if there has been system maintenance during this period, as this affects the data transfer to QBSE. Also, you can consider reaching out to their support team to confirm their connectivity with QuickBooks.
Furthermore, since you want to locate these missing transactions, I recommend comparing your QuickBooks records with your bank statements for the same period. This comparison will help identify which transactions are missing and need to be manually uploaded. To do so, please follow the steps below:
Moreover, since these transactions are from previous months, I recommend manually uploading them into the system. This will help ensure that all past transactions are accurately recorded and that your financial records in QuickBooks are updated.
Additionally, you can visit this article to learn how to manage entries more efficiently: Create rules to speed up reviews in QuickBooks Self-Employed.
You can always respond back to this thread if you have other queries or require further assistance with managing your financial records. I'm always happy to provide you a helping hand.
My financial institution was most likely not have site maintenance for 8 months. Also you are asking me to go back and check my statements for 8 months? I don't only have 1 bank account linked to my quickbooks account. I have more than one bank account and multiple credit cards. I am paying for this service to keep track of everything for me. What am I paying for if I have to do all the work myself. The fact that I am not the only person who has had this issue should indicate that the problem is not us. This is ridiculous!
You are not alone in this, I've been using QB self employed for a handful of years and this happens to me every year. Bank accounts missing months or half the year. All credit cards missing a few weeks to months here and there. I have to manually upload the transactions for each one, taking note of the correct dates to upload. Often multiple months spread out throughout the year so I have to export multiple transactions for one account. It is annoying it will not refresh, realize transactions are missing and adjust it. Paying monthly for a service when I have to manually input because of its errors makes no sense. But here I am, continuing to pay monthly...
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