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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:
- Go to Banking on the left navigation menu.
- 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:
- Go to the Banking menu.
- Select Bank Feeds.
- Click the Bank Feeds Center.
- Choose your account and click the Refresh icon a couple of times.
Here are reconciliation-related articles for additional guide and reference:
- Learn the reconcile workflow in QuickBooks.
- Fix issues at the end of a reconciliation in QuickBooks Online.
- Fix issues when you're reconciling in QuickBooks Desktop.
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.