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Banking
I have the information you need for possible reasons why transactions are missing so we can find them moving forward, wellsellen.
QuickBooks relies on the data provided by your financial institution. Therefore, missing transactions may occur due to delays or interruptions in the bank connection and the program. It can also be your bank is currently undergoing maintenance. To verify this, visit their website.
Additionally, we can check if they have already been synced in QuickBooks by selecting All for the Type, Account, and Date filters to ensure that no transactions are overlooked.
If they don't appear, your browser may be causing the problem. In this case, let's open your account in a private window. This mode doesn't save search histories and can help isolate the issue. Use the following shortcut keys:
- Ctrl + Shift + N (Google Chrome).
- Ctrl + Shift + P (Firefox).
- Control + Option + P (Safari).
If this works, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative.
For future reference, use this guide in organizing your transactions: Categorize transactions in QuickBooks Self-Employed.
You can also visit this page to learn how to manage entries quickly: Create rules to speed up reviews in QuickBooks Self-Employed.
Feel free to click the Reply button below if you have more questions about handling transactions in the program. I'll be around ready to help. Have a great day!