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April 18, 2021
Question

My pre August 2020 bank transactions are not loading. There doesn't seem to be any problem with the connection. What do I do?

  • April 18, 2021
  • 1 reply
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1 reply

BettyJaneB
April 18, 2021

Hello there, @viviennevavoom.

 

Let me guide you on how you can have your bank transactions for August 2020 load in QuickBooks Online.

 

When connecting your online bank and credit card accounts, QuickBooks Online automatically downloads the last 90 days of transactions. This is the reason your bank transactions are not showing up.

 

If you need more than 90 days of transactions, you can export additional historical transactions from the bank and upload them into your QuickBooks company. 

 

To do that:

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes.
  8. Hit Let’s go.

For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

 

However, if the bank entries were there already and suddenly went missing, I recommend updating your account manually to refresh the connection between QBO and your bank.

 

Here's how:

  1. From the left toolbar, select the Banking menu and tap the Banking tab.
  2. Click to highlight the account you're updating, then hit the Update button.

 

Also, here are some helpful articles about fixing online banking issues that you can keep for your future reference: 

Keep me posted if you have any other questions with this concern. I'll make sure to get back to you as soon as I can.