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skimooose
November 29, 2021
Question

Bank Account Connect start date

  • November 29, 2021
  • 2 replies
  • 0 views

When I try to connect my bank account starting Nov 1st 2021, it only pulls transactions starting from Nov 2nd. I've tried to disconnect the account and start from Oct 31st but it still only pulls transactions from Nov 2nd. My bank account is showing 6 transactions from Nov 1st that are not being imported into Quickbooks. Any suggestions on what can be done to get the Nov 1st transactions imported? Thanks!

2 replies

Rubielyn_J
Rubielyn_J
November 29, 2021

I've got your back to help import your transactions from November 1st, @skimooose.

 

When you connect your bank, QuickBooks can only request up to 90 days of transactions that will be downloaded automatically in your account. If there are missing transactions, we can do an update to pull up the latest available data.

 

Here's how:

 

  1. Log in to your QBO account.
  2. Select the Banking or Transactions menu.
  3. Choose the Banking tab.
  4. Click Update.

 

If the issue persists, we can proceed with manually importing the transactions you need. 

 

  1. In QuickBooks Online, select the Banking or Transactions menu. Then choose the Banking tab.
  2. Click the blue tile for the account you want to upload the transactions into.
  3. Select the Link account ▼ dropdown and then click Upload from file.
  4. Choose Browse and then select the file you downloaded from your bank. Then hit Next.
  5. In the QuickBooks account ▼ dropdown, pick the account you want to upload the transactions into. Then click Next.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then choose Next.
  7. Choose the transactions you would like to import. Then select Next.
  8. Select Yes.
  9. When you're ready, select Let's go.

 

For detailed information, you may also check out this article: Manually upload transactions into QuickBooks Online.

 

In addition to that, I'll be sharing these links to help you manage your banking transactions and issue that you may encounter:

 

 

Fill me in if you have other banking issues in QuickBooks. I'll be happy to help you again. Keep safe and have a good one!

Rubielyn_J
Rubielyn_J
November 30, 2021

Hi, @skimooose.

 

Hope you’re doing great. I wanted to see how everything is going about the banking concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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