I appreciate the effort in performing the steps shared by my colleague above, wellsellen-comca. I can help provide additional insights to make sure missing transactions from your bank get resolved, so you can get back to business efficiently.
Beforehand, may I know what specific banking account is linked to your QBSE file? Any detailed information will get us closer to the resolution and check if there's an open investigation about your concern.
As mentioned, the program is dependent on the data imported from your banking institution. Thus, you can manually click the Refresh All button to check for the missing bank transactions. Sign in to your QuickBooks Self-Employed account from a laptop or desktop device, then refer to the steps below:
- Go to the Gear icon, then select Connect Bank/Bank accounts under Transactions.
- Click the Refresh All button.
In addition to this, you can get older transactions directly from your bank and or manually import them to your online account using a CSV file.
Once transactions are in, you'll have to categorize them to ensure they are assigned to the correct line of your Schedule C.
If there's anything else you need further assistance with when managing bank transactions in your account, just let me know in the comments below. I'll gladly provide additional help at any time. Keep safe and have a great day ahead!
