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April 14, 2024
Question

None of my transactions have posted from April 2023 to the end of 2023. Then in January 2024, they started posting again. Any clue how to get these loaded? update isnt.

  • April 14, 2024
  • 1 reply
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1 reply

April 14, 2024

You've come to the right place, Jen. Let me help you get those missing bank transactions from April 2023 into your QuickBooks Online (QBO) account.

 

In QBO, the syncing of bank transactions will depend on your bank. Thus, you'll want to contact your bank support team to verify if there are ongoing issues on their end.

 

Nonetheless, can you please share the name of your financial institution? Have you encountered any specific error messages? This way, we can better check on our end if there are related issues with your bank.

 

On the other hand, you'll want to get CSV files for your missing 2023 transactions from your bank and manually import them to QBO. Please make sure to download only those transactions that haven’t been downloaded to your account to avoid duplicates (April 2023-December 2023). Let me guide you on how:

 

  1. Sign in to your bank's website and follow the instructions to download the CSV files. Every financial institution has different steps.
  2. Once done, go to the Transactions menu on the left pane.
  3. From the Bank transactions tab, pick the blue tile for the account to which the transactions will be uploaded.
  4. Choose the Link account drop-down arrow, and then click Upload from file.
  5. Pick Drag and drop or select files and choose the file you downloaded from your bank. Then, tap Continue.
  6. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then click Continue.
  7. Match the columns on the file with the correct fields in QuickBooks, then choose Continue.
  8. Select the transactions you would like to import, then click Continue.
  9. Tap on Yes and click Done.

 

For more information about this process, refer to this article: Manually upload transactions into QuickBooks Online.

 

Additionally, here are some articles that you can read to help speed up the review process of your online bank transactions:

 

 

I'd love to know any updates on how this goes. If you need additional assistance with importing your bank transactions in QBO, please don't hesitate to post again here. Have a great day!