QuickBooks Missing Months of Transactions? Learn What to Do

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Sometimes, you may find the transactions go missing in QuickBooks. This can happen for several reasons, primarily interruptions between your bank account and QuickBooks or if you recently connected your bank account to QuickBooks. Sometimes, the issue is the browser where you open QuickBooks online. Several other reasons contribute to QuickBooks missing months of transactions, which we will discuss in this handy guide.

Therefore, if transactions have gone missing for some months, don’t panic. This blog will explore how to find missing transactions in QuickBooks, restore them, and enter them manually.

It’s expected to be shocked when you find QuickBooks missing months of transactions. However, our QB experts know how to resolve the issue quickly. Connect with our QB ProAdvisors at 1855-546-5024.

All Known Reasons Why Transactions Go Missing in QuickBooks

Let us look at why QuickBooks might be missing months of transactions.

1. The Bank doesn’t Post Transactions

This isn’t an actual reason why your QuickBooks might be missing months of transactions. However, if you can’t see the very recent transactions, they might simply be not posted by the bank. Often, the transactions show on the bank’s website but are only fetched in QB after they are posted by the bank. Therefore, if you cannot see the latest transactions in QuickBooks, wait for 24 hours and check again.

2. Issue with the Browser

QuickBooks Online users encounter this issue when they use QBO in a web browser. The browser might open a saved page or cached version, and saved browsing data might cause a similar problem.

3. Problems with Bank

Sometimes, the issue is with a bank. Therefore, contact QuickBooks support to know if your bank has a current problem.

4. Interruption in Connection Between Bank and QuickBooks

You may notice QuickBooks missing months of transactions when the connection between the bank account and QuickBooks is interrupted. If the connection between the bank account and QuickBooks has expired, the transactions won’t be automatically downloaded.

5. If you Recently Connected your Bank Account to QuickBooks

If you recently connected your bank account to QuickBooks, only transactions up to 90 days old will be automatically imported. You will have to upload the rest of the transactions manually.

6. The Transactions aren’t Updated

Although QuickBooks mostly automatically downloads the latest bank transactions, sometimes it happens that QuickBooks doesn’t update the latest transactions for a while. In such cases, you can manually update the transaction. We will see how to update the transactions in the following solutions easily.

QuickBooks Missing Months of Transactions! Let’s Get Them Back in QB Desktop

Let’s review experts’ suggested troubleshooting steps if QuickBooks transactions have gone missing in QuickBooks Desktop.

1. Refresh QuickBooks and Bank Connection

First, we recommend you refresh the connection between QuickBooks Desktop and the bank account. This will help download the transactions if they haven’t been downloaded already.

• Click on the QBDT account and then click on Bank Feeds.
• Hover the mouse over Bank Feeds.
• Click on Bank Feed Center.
• Now, tap the Refresh icon.

2. Delete Existing Banking Rules

Sometimes, bank rules prevent some transactions from being added. 

• Navigate to the Banking menu.
• Click on Bank Feeds.
• Now, click on the Bank Feeds Center. Select Rules.
• Now locate a rule that might contribute to missing transactions in QuickBooks Desktop. 
• Now, select Edit Rule or Delete Rule.

3. Import Transactions Manually

Sometimes, it takes longer for the transactions to be posted and downloaded in QuickBooks Desktop. You can manually import these transactions into QuickBooks.

Go to your bank’s website and download the bank transactions in a CSV file. Now follow the steps listed below to upload the transactions to QuickBooks Desktop.

• Click on Banking.
• Choose Bank Feeds and click on Import Web Connect Files.

• Choose the bank transactions file you downloaded.
• Click on Open.
• Now, choose the account to which you wish to upload the transaction. You can select an existing account or create a new account.
• Click on Continue.
• A dialog box will notify you when the transactions have been successfully imported.
• Tap on OK.
• Head to the Bank Feeds Center and review the transactions.

Get Missing Point of Sale Transactions in QuickBooks Desktop

Have you ever encountered an incident in which a financial exchange occurred, but the point-of-sale transactions didn’t show up in QuickBooks Desktop? Let’s see how to recover these missing POS transactions.

Reasons Why Point of Sale Transactions Might be Missing in QuickBooks Desktop

Let us look at every possible reason why some POS transactions go missing in QuickBooks.

• You opened a different QuickBooks company file.
• Someone manually deleted the QuickBooks POS transactions.
• After the financial exchange took place, a QuickBooks Desktop was restored.

Troubleshooting Missing POS Transactions in QuickBooks Desktop

There are two different ways to fix the missing POS transactions in QBD. One is when only a few transactions are missing, while the other is when many QBD transactions are missing.

Try this method if a few transactions are missing

• Go to Point of Sale.
• Click on Sales History.
• Choose the Sales Receipt that you want to resend to QuickBooks Desktop.
• Now click on I want to, then choose Show Financial Detail.
• Click on Resend this document during the next financial exchange.
• Choose Financial, then click on Update QuickBooks.

Try this method if several transactions are missing

• Go to Point of Sale.

• Click on Financial, followed by Financial Center.
• Choose the  Show Advanced Options.
• Click on Recover Data Now.
• Tap on Continue when you see the warning message. 
• Now, enter the date range for the financial exchange.
• When you see the confirmation window, click on Yes.
• Finally, tap on Continue.

This will resend the transactions to QuickBooks Desktop.

Fix QuickBooks Missing Months of Transactions Issue in QuickBooks Online

When you find QuickBooks missing months of transactions, don’t freak out. The solutions listed below will help you find the missing transactions in QuickBooks Online and update them. All you need to do is follow the steps below carefully.

Try Using Private or Incognito Window

Often, the reason for QuickBooks missing months of transactions is the browser. The cache and saved data may lead to the issue of the missing transaction.

We recommend checking in an incognito or private window without saved data or browsing history.

• Open a new tab on the browser and click on the three-dots or burger menu in the top right corner.

• Depending on the browser, you can open the incognito or private window with the shortcuts.
  • Google Chrome: Ctrl+ Shift + N.
  • Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P.
  • Safari: Command + Shift + N.

• Now, check if you can see the bank transactions in the private or incognito window.

If the browser is the issue, clear the browser’s cache and data and then log in to your QuickBooks Online account again. Check if the missing transactions are now visible.

Update the Transactions

Perhaps the transactions haven’t automatically been uploaded to QuickBooks. If the QuickBooks haven’t automatically downloaded the bank transactions, you can manually download the latest transactions to QuickBooks.

 Here is how you can do that:

• Click on Transactions.
• Now, Choose Bank Transactions.
• Click on Update.

• Wait for the update to complete.
• When it’s complete, check the banking menu to see if you can find the missing transactions.
• Usually, you will see the missing transactions in the For Review section.

Can’t Find Transactions? Check Banking Menu

Check the banking menu if you manually downloaded the latest transactions to QuickBooks and can’t see them. They might be stuck there.

• Click on Transactions.
• Now, Choose Bank Transactions.
• Click on the tile for the bank account or credit card from which you downloaded the transactions.
• Now, follow the steps listed individually and check the For Review, Categorized, and Excluded tabs.
• First, check the For Review tab, where QuickBooks usually shows the transactions that you recently downloaded.
• If you find the transactions you were missing in the For Review tab, you should categorize them. The transactions won’t show in the books until the categorization.
• Now, head to the Categorized tab and explore what happened to transactions you have already categorized.
• Check the Added or Matched column in the categorized tab and see which account you categorized the transactions in. If you moved the transactions to the wrong account, Un-match them and Move them.
• Lastly, verify the Excluded transactions where you will see the transactions you marked as personal or duplicate.

These transactions won’t show up in the accounts. If you want to include some Excluded transactions, click Undo in the action column. Now, go back to the For Review tab and categorize the transactions into the correct account.

When Transactions Won’t Download

Check your bank for issues if you notice that the download is slow or stuck or the transactions won’t download.

Here is how you can do that.

• First, you will need the URL QuickBooks to connect to your bank account.
• For that, click on Transactions.
• Choose Bank Transactions.
• Click Link account.
• Now, search your bank and click on it.
• Copy the URL you see alongside your bank account.

• Now paste the URL and use it to sign in to your bank or credit card account. If you can’t sign in using this link, there might be a significant issue with the bank.

View the Account History

If you are searching for older transactions that you can’t find, check the account history.

• Click on Settings and tap on Chart of Accounts.
• Now, locate the bank account and select View Register.
• Find the transaction. For more details, click on it.

Check the Uncategorized Accounts

The missing transactions might be in the uncategorized accounts. Therefore, check if the data you need is there.

Here is how to check the uncategorized accounts:

• Click on the Accounting menu.
• Tap on the Charts of Accounts section.
• Find the accounts for Uncategorized Income or Uncategorized Expenses.

• Click on Run Report.
• Now, find the missing transactions in the report.

Recover the Deleted Transactions in QuickBooks

In case the transactions that have been deleted in QuickBooks are unavailable in the program, you can use the audit log to recover them. Note the information in the audit log and re-enter these details. Here is how you can do the same:

• Click on Settings.
• Now, go to Audit Log.

• Use the filter drop-down menu to choose the User, Date, and Event.
• Tap on Apply.
• Look for the deleted transactions.
• Choose view under the History section.
• You can find information related to transactions under the Event section.
• Use the information on the audit log and re-enter these deleted transactions with their original dates.

Manually Upload Transactions in QuickBooks

Is QuickBooks missing a month of transactions, and you can’t find the data in QuickBooks? In such conditions, you should manually upload the transactions to QuickBooks.

To do so, you first need to download a CSV file of your bank transactions from the website for your bank or credit card account. The next step is to upload the file to QuickBooks. Here is how you can do that:

Case 1: If your account is connected to online banking

• Click on the Banking menu.
• Choose the blue tile for the account you will upload the transactions into.
• Now, tap the Link account dropdown menu and select Upload from file.
• Click on Browse and select the file.
• Select Next.

• Follow the steps and instructions you see on the screen and match the columns on the file with suitable fields.
• Click on Continue.
• Now, choose the transactions you wish to import.
• Tap on Continue followed by Yes.
• Finally, click Done.

Case 2: If you want to proceed without connecting the account

In case QuickBooks can’t connect your bank account or you don’t plan to connect it, you can proceed like this:

1. Click on Transactions followed by Bank Transactions.
2. Tap on Upload transactions.
3. Now, tap on the Select files and select.
4. Click Browse and select the transactions file you downloaded from the bank.
5. Click on Continue.
6. Click on the QuickBooks account dropdown menu and select the account for which you will upload the transactions.
7. Follow the instructions you see on the screen and match the columns on the file with suitable fields.
8. Click on Continue.
9. Now, choose the transactions you wish to import.
10. Tap on Continue followed by Yes.
11. Finally, click Done.

The Next Steps After Uploading the Transactions

Once you upload the transactions into QuickBooks, the following steps are to categorize and reconcile them.

Categorize Transactions

If you’ve set up any banking rules, QuickBooks uses them to enter the details automatically. After you have uploaded the transactions, you should match and categorize them.

Reconcile Transactions

Once the transactions are in QuickBooks, you should search for duplicate or incorrect transactions and remove them. QuickBooks bank reconciliation helps you find duplicate or inaccurate entries and maintain accurate records.

Recover Missing Transactions in QuickBooks Self-Employed (QBSE)

We are here to help you when QuickBooks starts missing months of transactions in QuickBooks self-employed.

1. Refresh the Bank Accounts

Firstly, let us come to the scenario where the transactions are already inside QuickBooks but don’t show.

Therefore, first, refresh all the transactions.

• Tap on QuickBooks Self-Employed company.

• Click on the Gear icon.
• Tap on Bank accounts.
• Now, finally, click on Refresh All.

2. Show All Transactions

Sometimes, you can’t see transactions in QuickBooks because they have already been categorized. Therefore, head to the transactions tab and set it to show all the transactions. Finally, choose your bank in the account section.

3. Import Manually

If you can’t find the missing transactions, you need to download a CSV file of them and upload it.

• Click on the Gear icon.
• Choose Imports.
• Now, choose the correct bank account.

• Tap on Import older transactions in the Action column.
• Follow the on-screen instructions and import the bank transaction file.

Final Thoughts

In this blog, we learned why QuickBooks transactions sometimes go missing. Moreover, we also saw what to do if QuickBooks missing months of transactions.

Sometimes, QuickBooks issues can be tricky and may take longer to resolve. If you are still stuck with a missing transaction issue or have a query, contact our QB ProAdvisors. These QB experts are available 24/7 to assist you. Dial 1855-546-5024 now!

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