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jandro
March 13, 2024
Question

I added a new account, but not all of my transactions are showing up?

  • March 13, 2024
  • 1 reply
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I recently added an account to my quickbooks. This is an account I have been using since June 2023. When I updated and populated transactions, it only populated Dec 2023 and beyond. Any idea how to get the previous months populated as well?

1 reply

I
Ivan_G
March 13, 2024

Thanks for reaching out here in the Community space, jandro. Let me share some information on how QuickBooks Online (QBO) syncs your transactions and how to enter the data that was not included in the syncing process.

 

First off, it's essential to understand that the amount of data that QuickBooks can download from your bank depends on your bank's policies. Some banks may only allow 2-3 months of transaction data to be synced with QBO, while others may permit up to 12 months of data to be synced in.

 

With this, I recommend manually uploading your bank transactions to QuickBooks so that your data matches your bank statement. 

 

To avoid entering duplicates, take note of the oldest existing transaction currently in the account:

 

  1. Go to the Gear icon ⚙︎, then Chart of accounts.
  2. Find the account you want to upload the transactions into. Then, select View register.
  3. Locate the oldest transaction, then take note of its date.

 

After that, let's get the transactions from your bank. To get those data, you'll need to download CSV files of your transactions.

 

Here's how:

 

  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 data to your computer.
  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. To ensure you can locate the file quickly, save it to a location that is easy to access, such as your computer's desktop.

 

For more information about manually uploading your transaction from your bank or credit card to QuickBooks, refer to this article: Manually upload transactions into QuickBooks Online.

 

In addition, you can review this article that can help you customize your online bank transactions in QBO: Categorize online bank transactions in QuickBooks Online.

 

Don't hesitate to reply to this thread if you need more assistance regarding your bank transactions in QuickBooks. We're all hands to support you. Have a great day!

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