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January 15, 2024
Question

Previous bank transactions not appearing

  • January 15, 2024
  • 1 reply
  • 0 views

Hi,

 

We noticed that past transactions from our banks are not carried over in QB. We only those starting from April 2023 and only 1 transaction is before that from Amex. We have Amex and Chase accounts. Is there a way to pull them?

 

Regards

1 reply

January 15, 2024

I understand the incovenience with your past transactions not appearing in QuickBooks Online (QBO), giokatz. I'm here to help you resolve this issue.

Firstly, may I ask if this is your first time connecting your bank to QuickBooks? If it is your first time, please note that when you connect your bank account to QuickBooks Online, the transactions are automatically downloaded and categorized.

However, please keep in mind that the number of past transactions that can be downloaded depends on your bank. Some banks allow you to download the last 90 days of transactions, while others can go back as far as 24 months.

If you want to enter older transactions, or if your bank or credit card can't connect to QuickBooks, you can still upload transactions manually. Ensure to follow your bank's instructions for downloading CSV files of your transactions to your computer as every financial institution has different steps.

Make sure to check the date range for the download and ensure that it is at least one day before the date of your oldest transaction. Once you have downloaded your transactions, save the file in a location that is easy for you to find, such as your desktop.

In addition, you can check out this article for more detailed information: Connect bank and credit card accounts to QuickBooks Online

Now that your transactions are in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you review them.

If you have any further questions or concerns about bank transactions in QBO, please don't hesitate to ask. I'll be of help. Best regards.

giokatzAuthor
January 16, 2024

Hi,

 

The start of transactions somewhat coincides with our start of using QB as far as I know. We suspected that is indeed the case. We can upload the old transactions manually as suggested but are there cases here in QB where Chase allows download of past transactions?

 

Thank you for your help.