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kerdelt
January 15, 2024
Question

Missing Bank Transactions

  • January 15, 2024
  • 1 reply
  • 0 views

I started using QB online in May. When I linked my bank account, it captured transactions from the 1st of the year. However, QB stopped getting transactions between June and October and then resumed. I tried to reload the transactions as the help directions outlined. I tried loading the QBO file and also creating a CSV file with the missing transactions. I followed all the steps  in QB Help to upload them. The system displayed the missing transactions but when I selected the transactions to load and continued, nothing happened. The transactions did not come into QB online - not in Review, Categorized or Excluded - nowhere to be found.

How can I get those transactions into QB Online?

1 reply

4
4Gal
January 15, 2024

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license)as a workaround.

https://www.moneythumb.com/?ref=110

 

A
AbegailS_
January 15, 2024

I understand the challenges you've faced. It's been a tough situation for you.. I'll help you in recovering those missing bank transactions by providing, kerdelt.

 

Since you mentioned that you already follow the outlined steps to fix the issue. Let's check if this could be a browser-related problem by accessing QuickBooks Online from a different browser. Here are the shortcut keys:

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option + P for Safari

Alternatively, you can switch to other supported web browsers to further isolate the issue.

 

Additionally, when uploading the CSV file with the missing transactions, it's important to ensure that the mapping is correct. Review the CSV file to make sure that the columns are mapped to the appropriate fields in QuickBooks Online.

 

I've included the following articles below for more insights:

 

For additional tips while working with your banking transactions in the future, you can browse a topic from this link: Find help with bank feeds and reconciling accounts.


We're always around to listen and help in managing your bank transactions in QuickBooks, Take Care!

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