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May 9, 2022
Question

Connect bank

  • May 9, 2022
  • 1 reply
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Hi all, how do I see all my transactions from April last year? I can only see 3 months. 

1 reply

May 10, 2022

Hi there, @Samantha41. Welcome to QuickBooks Community! I'm here to lend a hand in fixing this issue about your transactions not showing from April last year in QuickBooks Online. 

 

First, you’ll want to modify the dates in your Banking tab. This way, you can view your transactions. 

 

Please see this sample screenshot for reference:

 

Otherwise, you can modify the dates from your Account QuickReport of the bank in question to see those transactions. Here’s how: 

 

  1. Go to Accounting in the left pane. 
  2. Then, go to Chart of Accounts
  3. Click the drop-down icon. 
  4. Select Run Report
  5. Then modify the dates under the Report period of the report. 
  6. Click Save customisation when done. 

 

Please review this article for more troubleshooting steps on how to find missing transactions downloaded from your online bank and credit card accounts: What to do if you can’t find downloaded transactions in QBO

 

Additionally, to review your downloaded transactions, you can check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

Once everything is all set, you might consider your transactions seamlessly. You can refer to this article for the step-by-step guide: Reconcile an account in QuickBooks Online.

 

If you have any further questions or concerns about your bank transactions in QBO, please know that you can always tag my name. I'm here to help you in any way I can. Enjoy your day!