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January 28, 2022
Question

I'm missing several months of transactions. I've tried updating and reconnecting my account but nothing changes. Does anyone know how to fix this?

  • January 28, 2022
  • 2 replies
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Original commenter did not share additional details

2 replies

Fiat Lux - ASIA
January 29, 2022

Are the missing transactions > 90 days ago? 

LieraMarie_A
January 29, 2022

Hi there, @userfreshairsolution. I'm here to make sure you're able to get the most updated banking transactions.

 

May I know the name of your bank? This way, I can check if there's any related investigation about this bank issue. In the meantime, I'd suggest checking any alerts on your bank's website that may block QuickBooks from downloading new transactions. 

 

First, make sure you check the URL QuickBooks uses to connect your bank:

  1. Go to the Banking menu or Transactions menu.
  2. Select Link accountNote: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank.
  5. Sign in to your bank or credit card's website using the copied URL.

 

If you can sign in, it's a good sign that there isn't a major issue. Next, check the following:

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank’s website for any announcements about new security requirements.

 

You can check out this article and follow the links to fix specific download errors: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

If there's no problem on your bank's side, I'd suggest importing the transactions manually.

 

You can always ask me anytime you need help with managing your bank transactions. I'm always ready to work with you again.