Skip to main content
December 14, 2022
Question

trouble with a certain date range not getting transfered from bank to quickbooks

  • December 14, 2022
  • 1 reply
  • 0 views

I am new to the online version of quickbooks. I have my bank account linked to my quickbooks the problem that occured is it did not transfer a specific time period into the online quickbooks. I am wondering how to get just this date range into quickbooks?

1 reply

December 14, 2022

I’ll help you get these missing bank feed transactions in QuickBooks, @Turbie33.


You mentioned you’re new to QuickBooks Online (QBO). Is this the first time the program downloaded transactions from your bank? Please know that QBO automatically downloads your entries for the last 90 days. For any other transactions beyond that, you’ll want to import them manually instead.


Otherwise, we can update your bank account to get those lists added. I’m glad to show you the steps:

 

  1. Log in to your QBO account.
  2. Select the Banking or Transactions menu, then go to the Banking tab.
  3. Click the Update option.
  4. When it's finished, check your For review section again.


You can also try the resolutions provided in this article: What to do if you can’t find downloaded transactions in QBO. Pay heed directly to step 2.


Once everything is good, you can start matching and categorizing your entries. You can create bank rules to get an even further level of control. It helps save you time in managing your events more quickly.


If you have any other questions or concerns with online banking, alert me right away. I’ll get back to you as soon as I can. Keep safe!