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February 20, 2023
Question

My credit card transactions are not all coming through from my bank

  • February 20, 2023
  • 2 replies
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2 replies

Fiat Lux - ASIA
February 20, 2023

Is the transaction age > 90 days?

February 20, 2023

Let's get your bank transactions to show so you can get back to business, @floydp45.

 

First, may I know the bank institution connected to your QuickBooks Online (QBO) account? Any additional information can help us verify the problem.

 

Also, when you connect an account for online banking, QuickBooks will download the 90 days or less of your entries. This process is automatic and cannot be opted out.

 

In the meantime, let's manually update your bank account to download the missing transactions. It will help refresh the connection between your bank and QuickBooks.

 

Here's how:

 

  1. Go to the Banking menu.
  2. Select the bank account and click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

 

Once done, check your missing transactions from the For review tab. If the issue persists, check out this article for other troubleshooting steps: What to do if you can’t find downloaded transactions in QuickBooks Online.

 

Otherwise, try checking them in your Banking menu:

 

  1. Go to the Banking or Transactions menu.
  2. Choose the Banking tab.
  3. Select the tile for the bank or credit card account you downloaded the transaction.

 

Visit this article about matching and managing your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Let me know if you need more help working bank transactions in QuickBooks. I'll be sure to get back to you. Have a good one.

February 23, 2023

Did you figure your issue out?  I am having the same problem?  

Fiat Lux - ASIA
February 24, 2023

@djwrightson 

Is the transaction age > 90 days?

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

https://get.transactionpro.com/qbo

 

February 24, 2023

No.  I just selected transactions starting Jan 1, 2023.  The odd thing is that it imported most of the transactions but left many out.  And it didnt start on any given date.  It imported transactions on various dates and not on other dates. No defined start or stop date. 

 

I was online with QBO help and they looked and said since I just connected the account today that I had to wait 24hrs for all the transactions to migrate over.  She said to update in 24hrs.  I will update tomorrow and see if that does it.  I'm thinking that is not the case because I had multiple transactions from the same vendor and it only imported some of the transactions.