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February 27, 2024
Question

QB is missing insurance payments. My bank shows 12 payments(1 a month) but QB is only showing 7. It shows jan - june and then december. How can I fix?

  • February 27, 2024
  • 1 reply
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1 reply

JenoP
February 27, 2024

Thank you for posting your question in the Community, tinkermaledublin. Let me provide some guidance to sort out the missing insurance payments in QBO.

 

First, let's perform a manual bank update in QBO. This will initiate a manual sync with your bank and download any new or missing transactions. Here are the steps:

 

  1. Go to Transactions, then Bank transactions.
  2. Click the Update button in the upper-right-hand corner.

 

After that, go to the For review tab and check if the missing payments are already showing up.

 

As a second option, you can import the missing transactions using a CSV (Excel) file. This will allow you to manually enter those payments to ensure they are recorded in QBO.

 

To prepare the file, request or download a copy of your statement from your bank's website for the period with the missing payments. Use the format in the screenshots or steps from this article as a guide: Format CSV Files In Excel To Get Bank Transactions Into QuickBooks Online.

 

 

 

Then, follow the steps in this article on how to import them in: Manually Upload Transactions Into QuickBooks Online.

 

For more guidance and resources about managing bank transactions, feel free to bookmark or save these articles:

 

 

Please let me know if you have any other questions as you work on getting your bank transactions into QuickBooks Online, tinkermaledublin. I'm always happy to provide more guidance on utilizing the online banking features in QBO.