You need to review and categorize so QuickBooks will recognise them as new transactions, Curtis.
Once you connect your bank or credit card accounts to online banking, QuickBooks Self-Employed double-checks your downloaded transactions. It will match forwarded receipts if the same transaction comes in from your bank. QuickBooks also matches them with transactions you've entered manually.
Since it doesn't show new transactions and just disappears, let's perform troubleshooting steps clearing your browser's cache to prevent related discrepancies. Corrupted cache data can cause unusual behavior and affect the software's functionality.
To begin with, click your browser below for guidance:
If you're still unable to see the transactions, consider using a different supported, and updated browser. It will avoid problems specific to the one you're currently using.
Once the transaction is in QBSE, you need to categorise it. For more details, open this article: Categorise the transaction.
Here's else you should know, bank rules automatically categorise your recurring transactions for you, all you need to do is give them a quick review, check this article: Create bank rules to categorise banking transactions in QuickBooks Self-Employed.
Let us know if you have any other concerns or questions besides the matching feature. We’ll always be here to help.
