Clark_B
QuickBooks Team

Other questions

I appreciate all your efforts in dealing with this, @Carmona1901. I can understand how frustrating it must be not to see your transactions.

 

Let me provide insights and what steps you should take to have your transactions show in QuickBooks Online (QBO).

 

To begin, If you're having trouble finding transactions that you've downloaded before or new ones, I suggest checking various sections of your account. It's also important to note that QBO doesn't download pending transactions as it only downloads transactions that are no longer pending and have been officially posted on the bank's website.

 

First, let's try to get the latest transactions:

 

  1. In your left navigation bar, go to Transactions, then Bank Transactions.
  2. Select Update. When it finishes, check the Banking menu again for your missing records. They'll likely be on the For review screen.

 

If your download seems stuck, refer to the steps in our What to do if you get a bank error or can't download transactions article.

 

Furthermore, if you still don't see your missing transactions, you can also try checking around the Banking menu:

 

  1. Go to Transactions, then Bank Transactions.
  2. Click an account's tile for the account you downloaded the transactions into.
  3. Check your For ReviewCategorized, and Excluded tabs to see if they're visible on any of those screens.

 

Moreover, you can also try reviewing your account's history if you're looking for your older transactions in QBO:

 

  1. Go to the Gear Icon and select Chart of Accounts.
  2. Find the account and click its View Register option.
  3. Search for your transactions. You can click on records to see more of their details.

 

To further check the transactions that are not showing, check this article: What to do if you can't find downloaded transactions in QBO.

 

I'll also add this article to guide you in categorizing the transactions you uploaded to QBO: Categorize online bank transactions

 

Please let me know if you have follow-up questions about the steps to show the transactions or anything else QuickBooks. I'm always here to help, @Carmona1901Wishing you and your business continued success.