GlinetteC
Moderator

Banking

Hello there, Carolexx.

 

You've mentioned reconciling and this feature isn't available in QuickBooks Self-Employed. This is only available in QuickBooks Online and Desktop.

 

Let me share information with your about reconciliation in QuickBooks and, make sure to resolve missing transactions. There are a few possible reasons why transactions are missing on your Reconcile page. Here are the following:

  • Some banks and credit card companies don't post transactions for download until later in the day or the next morning.
  • Some banks will show a transaction on their website but won't download the transaction until it posts.
  • If the missing transactions are the most recent ones, wait at least 24 hours in case your bank doesn't make them available immediately.
  • Transactions are showing up in the For Review page but were not categorized or matched.
  • Transactions were manually reconciled on the register.

 

If you're using QBO, you can fix this by updating your bank in QBO to download the latest data. 

 

Here's how:

 

  1. Go to Banking on the left navigation menu.
  2. On the Banking page, select Update.

 

If you see the missing transactions, let's make sure to review and categorize them, so it shows up On the Reconcile page.

 

For QuickBooks Desktop:

 

  1. Go to the Banking menu.
  2. Select Bank Feeds.
  3. Click the Bank Feeds Center.
  4. Choose your account and click the Refresh icon a couple of times. 

 

Here are reconciliation-related articles for additional guide and reference:

 

 

I want to make sure this is taken care of for you, @Carolexx. If you have additional questions or concerns while working in QBO, leave a comment below. I’m here ready to help you.