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April 10, 2024
Question

Only half of the year of my transactions are showing. How do I get them to all show?

  • April 10, 2024
  • 1 reply
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1 reply

April 10, 2024

I have all the information on how to get those missing transactions into QuickBooks Online, usercolarussop.

 

When you link your bank account to QuickBooks Online, it will automatically download transactions from the last 90 days, and in some banks, it can even import data as far back as 24 months. However, if you need to show all transactions from a period beyond the initial download, you can follow these steps:

 

  1. Log in to your bank or credit card's website.
  2. Follow the instructions provided by your bank to download CSV files containing your transaction history to your computer. Every financial institution has different steps.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download the transactions and save the file in a location that is easily accessible, such as your computer's desktop.

 

Then, upload the transactions to QBO. You can follow the steps below.

 

  1. Go to  Banking and select Banking.
  2. Select the blue tile for the account.
  3. Click the Link account dropdown and then Upload from file.
  4. Pick Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload. Then click Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Choose the transactions you would like to import. Then hit Continue.
  8. Click on Yes, then Done.

 

Check this article for more details on importing bank transactions into the system: Manually upload transactions into QuickBooks Online.

 

Once transactions are in, you can categorize them and put them into their appropriate account to ensure accurate financial reporting.

 

Furthermore, reconcile the account to ensure the accuracy and completeness of your financial records.

 

Let me know if you have further questions regarding missing transactions and other related issues. I'll be here to assist.