Skip to main content
October 9, 2022
Question

I have two accounts on banking when trying to reconcile I only have July -Dec Jan-June is missing. I have tried excluded and for review not there??

  • October 9, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

October 9, 2022

Good day, oharra38. 

 

I'll ensure you reconcile your account in QuickBooks Online (QBO).

 

You can import the missing transactions manually in QuickBooks Online. Importing transactions from a CSV file is an easy-peasy step in QuickBooks. 

 

Here's how:

 

  1. From the Transactions tab, select Banking.
  2. In the Link account drop-down, select Upload from the file.
  3. Click the Drag and drop or select files button.
  4. Select the CSV file and then open it.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions into.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
  7. Select the transactions
  8. Select Yes.
  9. Click Let's go.

 

Here's an article to guide you through the process: Manually upload transactions into QuickBooks Online. It provides instructions and detailed steps.

 

Then, once transactions are added you can reconcile them again. Here are reconciliation-related articles for your guide:

 

 

Keep me posted on how it goes. I'd like to make sure you're able to reconcile the account. We're always here to help.