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January 18, 2022
Question

I just signed up for this service and added my bank, however none of our previous transactions are showing up?

  • January 18, 2022
  • 1 reply
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1 reply

MonicaM3
January 18, 2022

Hello @thesawbucklando-

 

 

Welcome to the QuickBooks family. Thanks for reaching out regarding your bank transactions. I’m happy to help.

 

I see you’ve added your bank. To clarify, have you simply added it to your chart of accounts, or have you connected it to QBO so the transactions will download automatically? If you haven’t connected it, let’s do that. Here’s how:

 

  1. Select Banking or Transactions.
  2. Select the Banking tab.
  3. If this is the first account you’re setting up, select Connect account. If you’ve already set up an account, select Add account or Link account if you've already created one.
  4. In the search field, search for your bank, credit card, or credit union. Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload your bank transactions.
  5. Select Continue. Then sign in to your bank by entering your banking username and password. 
  6. Follow the onscreen steps, including any additional security checks your bank might require. It may take a few minutes to connect.
  7. Select any accounts you want to connect like your savings, checking, or credit card. Then select the account type ▼dropdown and choose the matching account type from your chart of accounts in QuickBooks.

 

Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.

 

For additional details, check out this guide: Connect bank and credit card accounts to QuickBooks Online

 

After QuickBooks downloads your transactions, you need to approve the way they’re categorized. Here's how to review and categorize downloaded transactions.

 

If you’ve connected your bank account and your bank transactions are still not downloading, please let me know so we can determine our next steps.

 

Thanks so much