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February 3, 2024
Question

My bank and credit card transactions are missing 5 months. I tried "updating" the accounts with no results. Also checked "for review, categorized, and excluded" tabs.

  • February 3, 2024
  • 2 replies
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Original commenter did not share additional details

2 replies

February 3, 2024

Hello there, zhuk_916. 

 

I appreciate what you've done so far. Allow me to help you manage your missing transactions in QuickBooks Online (QBO). 

 

First off, would you mind if I ask what bank are you currently using? This is for me to look at our records if we happen to receive similar reports about your bank.

 

If so, I encourage you to use incognito or any browser when logging in to your bank website to check if there's a maintenance or alerts that needs attention. You can also manually refresh your bank so it'll download the missing entries. 

 

Here's how:

 

  1. Go to Transactions, then Bank Transactions.
  2.  Select Update.

 

Additionally, here's an article that you can browse through on how to check the format of the CSV file you got from your bank to upload transactions into QBO: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once all your transactions are all in, you can also check this article to learn how to review downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online

 

If you have any other concerns about banking transactions, feel free to come back to us anytime. Have a lovely day, and stay safe.

 

zhuk_916Author
February 3, 2024

Bank is Chase, credit card is capital one. I already tried manually updating. No difference. 

February 3, 2024

@zhuk_916 

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