Learn how to find missing transactions downloaded from your online bank and credit card accounts.
When you first connect your online bank and credit card accounts, QuickBooks Online downloads past transactions up to a certain date. QuickBooks then automatically downloads the latest transactions every night.
If you can’t find transactions you recently downloaded, or don’t see new ones, don't worry. Here’s how to check different areas of your accounts to find missing transactions.
Note:QuickBooks Online won’t download pending transactions. It only downloads transactions when they’re no longer pending and are officially posted on the bank site.
Step 1: Get the latest transactions
If you don’t see a transaction you expect to see, manually download the latest ones available.
Feel free to keep working during the update. When it's finished, check the Banking menu again for the missing transaction. It's likely in theFor review section.
If the download seems stuck, here'swhat to do if bank transactions won’t download.
Step 2: Check around the Banking menu
If you still can’t find the transaction, it may be stuck somewhere around the Banking menu.
There are three areas to check:
- Start in the For review tab.This is where QuickBooks puts recently downloaded transactions. If you find the missing transaction, categorize it into an account. Transactions don't show up on your books until you categorize them.
- Next, check theCategorized tab. This tells you what happens to transactions you already categorized. Specifically, review the Added or Matched column. This tells you which account you categorized the transaction into. If you find your missing transaction, but it's in the wrong account, follow these steps to unmatch and move it.
- Finally, check the Excluded tab. If you mark a transaction as personal or a duplicate, it goes here. QuickBooks won't add excluded transactions to your accounts. If you want to include it, selectUndo from the action column. Then go back to the For review tab and categorize it into the correct account.
Step 3: Review your account history
If you’re looking for an older transaction, review the account's history.
This gives you a complete history of the transaction.
Step 4: Check your uncategorized accounts
If you don’t categorize transactions into specific accounts, QuickBooks puts them intothe Uncategorized Income or Uncategorized Expense account.Your missing transaction may be there.To check these accounts:
To move transactions out of the Uncategorized Income or Uncategorized Expense accounts, follow these steps to unmatch and move them.