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April 4, 2024
Question

Hello How do I retrieve missing transactions? I've Linked and clicked get updates for account but the transactions from 4/13/2023 - 12/31/2023 did not post.

  • April 4, 2024
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1 reply

April 4, 2024

Welcome to the Community, fetchguam.

 

I understand how important it is for you to download bank transactions from a specific date. I can share some information and guide you on how you can achieve this in QuickBooks Online.

 

Keep in mind that the downloaded data in QuickBooks Online depends on the information provided by your financial institution. Some banks allow you to download transactions from the previous 90 days, whereas others may allow you to download data from up to 24 months.

 

In your case, since it didn't download the bank transactions from the specified periods (4/13/2023 - 12/31/2023) despite successfully connecting your bank or credit card account, you can manually upload those transactions into QuickBooks as a CSV file.

 

To do this, you'll need to download CSV files of your transactions from your bank. Like this:

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions on how to download CSV files of your transactions to your computer.
    Note: Every financial institution has different steps. Here are steps for Bank of America, Chase, and Wells Fargo.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

You can check out this resource for the complete process: Manually upload transactions into QuickBooks Online.

 

After that, review the file and make sure it is in the correct format before importing it to QuickBooks. Use this article as a reference: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Furthermore, once you successfully import your bank transactions, you can follow the steps in this link to review your bank transactions: Categorize online bank transactions in QuickBooks Online.

 

I'll be here if you still need my assistance or have other banking concerns. Have a great day!