Skip to content
todah
Features Pricing Help About Contact Sign in Start free
Help centre › Troubleshooting

A bank transaction is missing

Owner or admin

Why a transaction you can see at your bank has not shown up in Todah yet, and how to get it in.

Work through these in order.

  1. Check the filters. In Transactions, set Statement to All statements and Show to All, and clear any search or date range. The line may simply be matched, reconciled or ignored already.
  2. Is it still pending at your bank? Bank feeds only bring in transactions once they have posted. Card purchases usually post within a day or two.
  3. Is the account switched on? In the Bank Feeds card, open the bank's account list and make sure the account is ticked.
  4. Has the bank been checked since? Look at "Last checked" on the bank's row. Choose Check Now to check straight away.
  5. Does the bank say Sign-In Needed or Needs Attention? Choose Sign In to Bank Again.
  6. Did you delete it? A feed line you deleted is never brought in again. Add it with Add Manually if you need it back.
  7. For an imported statement: did the file cover that date? Did the line have an amount or a description? Rows with neither are left out. Was it skipped as already in Todah? The import message says how many were skipped.

If it still is not there, add it with Add Manually in the Import Bank Statement card.

Lines that disappear

When a bank withdraws a transaction (for example a charge that was reversed), the feed removes it from Todah too, but only if nobody had matched, ignored or reconciled it. Lines you have worked on are never removed by the feed.

See also

  • Connect a bank (bank feeds)
  • Choose which bank accounts come in
  • A bank connection says Sign-In Needed or Needs Attention
  • Add a bank line by hand

Was this helpful?

Also in Troubleshooting

  • "Nobody at this client is set to receive invoices (or quotes)"
  • A client's, vendor's or item's details are not accepted
  • The client says their portal link does not open
  • Who can archive, remove, restore and delete
  • My client did not get the email
  • Errors when you press Send
  • I need to send an invoice again
  • I can't edit a sent invoice
  • I can't record a payment on an invoice
  • A recurring invoice did not appear
  • A card payment is not showing on the invoice
  • Card payments say Setup Not Finished
  • My client cannot pay by card
  • Scanning a bill or receipt did not work
  • Bills: common problems and fixes
  • A bank connection says Sign-In Needed or Needs Attention
  • I cannot connect a bank
  • A bank transaction appears twice
  • A bank statement will not import
  • A report shows a number I did not expect
  • I can't sign in
  • I didn't get the verification or reset email
  • I see "Only the owner or an admin can do this" or "is part of Business"

Still stuck? Write to us or email support@todah.ca — a person reads every message and replies by email. The FAQ covers plans, prices and the questions people ask before they sign up.

© A913 Services Inc.
Home · Pricing · Features · Help · FAQ · About · For bookkeepers · Developers · Privacy · Terms