A warm welcome to the QuickBooks family, @jwlee.
Rectifying the missing transactions is important for a business. If you haven't tried the following, you'll want to consider doing them so you can quickly continue your business.
To provide a safer and better banking experience, we have upgraded bank feeds. I recommend you refresh your Express Web Connect online banking connection. This helps in reconnecting the bank account's connection to your QuickBooks Desktop.
The following accounts require reconnecting:
- Capital One by 4/30/2022
- Discover by 6/30/2022
- Chase Bank and these affiliate banks by 9/27/2022 Note: all are now Chase Bank (ALL) – New
- First USA
- CardMember Services
- Bank One
- Bank of America by 10/11/2022. Note: it is now Bank of America (New)
To begin, ensure to back up your company file and upgrade to the most recent release. This way, you can easily restore the file in case you run into errors. After that follow the steps below to isolate the issue:
- Be ready to switch to Express Web Connect
- Disable the bank feed for your account
- Set up an account for Bank feeds
- Download transactions with Express Web Connect
Here's a module you can browse for the detailed steps: Refresh your connection for Express Web Connect online banking.
Lastly, I'm adding this helpful article about handling problems with your company file: Fix data damage on your QuickBooks Desktop company file.
Keep in touch if you have other concerns with this matter or QuickBooks in general. I'm always ready to back you up. Take the best care!
