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Call QuickBooks Error Support to know what to do if you can’t find downloaded transactions in QuickBooks Online?

Today we will discuss how to find missing transactions downloaded from your online bank and credit card accounts with the help of QuickBooks Error Support Number.

If you first trying to connect your online bank and credit card accounts, then QuickBooks Online downloads past transactions up to a certain date & after that QuickBooks then automatically downloads the latest transactions every night without any problem.

In case, if users are not able to find transactions which they have recently downloaded, or not able to see new ones, then they no need to worry.

Users need to follow the below given steps :

Step 1: Users may get the latest transactions in QuickBooks Online.

If users are not able to see a transaction which they expect to see, then they manually need to download the latest ones available.

  1. First of all, navigate to the Banking menu or Transactions menu.
  2. Next, navigate to the Banking tab.
  3. Then click & select Update.

You should always feel free to keep working during the update. Once its gets done, you need to check the Banking menu again for the missing transaction. In case, if the download seems stuck, here’s what to do if bank transactions won’t download.

Step 2: Users need to check around banking menu.

In case, if you not able to find the missing transaction, then it may be stuck somewhere, this can be the possibility.

  1. First of all, navigate to the Banking menu or Transactions menu.
  2. Next, navigate to the Banking tab.
  3. Then click & select tile for the bank or credit card account that you have downloaded the transaction from.

Basically there are two areas to check:

  • First you should start For Review tab:– If we will talk about review tab then this is a place where QuickBooks puts recently downloaded transactions. In case, if users are not able see their missing transaction, and then they can categorize it into an account. Once you categorize them, then transactions will show up on your books.

  • Next, users need to check the Categorized tab. This will tell them what happens to your transactions that you have already categorized. Specifically, users can review the Added or Matched column in QuickBooks. This tells you whom account you categorized the transaction into. In case, if they are not able to find their missing transaction, but it found in the wrong account, then they need to follow these steps to  unmatch and move it.

  • At last, you need to check the Excluded tab. In case, if you tick a transaction as personal or a duplicate, it goes here. QuickBooks will not allow adding excluded transactions to your accounts. In case, if you want to add it, then click & select undo from the action column. Then return to the For Review tab and they can also categorize it into the correct account.

Step 3: Users need to review their account history.

In case, if users are looking for an older transaction, then they need to review the account’s history.

  1. First of all, navigate to the Accounting menu.
  2. Next click & select the Chart of Accounts tab.
  3. Now go for your bank account and then select View register.
  4. Then go for the transaction& then select it to get more information.

This will provide you a complete history of the transaction.

Step 4: Users need to check their uncategorized accounts.

In case, if they don’t categorize transactions into specific accounts, QuickBooks puts them into the Uncategorized Income or Uncategorized Expenses. Your missing transaction may be there. To check these accounts:

  1. First, navigate to the Accounting menu.
  2. Next click & select the Chart of Accounts tab.
  3. Now search for the Uncategorized Income or Uncategorized Expenses account.
  4. Then click & select Run report.
  5. At last, search your missing transaction on the report.

In order to move transactions out of Uncategorized Income or Uncategorized Expenses, Users need to follow these steps to unmatch and move them.

Conclusion :

We really hope that the above given information will be helpful for users to know how to find missing transactions downloaded from your online bank and credit card accounts with the help of QuickBooks Error Support Number. This really going to work but still you need any help or support then please visit our website www.quickbooksupport.net or you can also draft a mail to us at support@quickbooksupport.net.