We have 5 months of transactions from last year that just don't show up in Quickbooks. The gap starts on 3/11/23 and ends on 9/5/23. What can I do?

Welcome to the Community, @jason196. Obtaining your complete number of bank entries is important to ensure the accuracy of your records in QuickBooks Online (QBO).

Before anything else, let me share insights into why some of your bank transactions are missing. There are cases where at the time the application starts to upload the transaction, there could be an interruption with your bank connection, such as the following:

• New terms of service
• Announcements about maintenance or other site changes
• New offers

Since these entries are older than 90 days, these will no longer be available for automatic download. Thus, we can get those transactions by manually uploading them using a CSV file. 

We can start by obtaining the file from your bank’s website. To proceed, let's log in to your bank or credit card's website and follow their instructions to download it. Please take note that you may be offered a few file formats, if possible you can choose the QuickBooks Online data (QBO) formatted specifically for QuickBooks Online, but a CSV file will also work.

Once you’re done reviewing the file format and size, we can start uploading through these steps:

1. Go to the Transactions menu and select Bank Transactions.
2. Tap your bank’s tile where you want to upload the file.
3. Tap the Link account dropdown and select Upload from file.
4. Hit the Drag and drop or select files and then select the file you downloaded from our bank. Then, click Continue.
5. Follow the onscreen procedures to match the columns on the file with the correct fields. Then, select Continue.
6. Select the transaction you’d like to import and select Continue. After that, select Yes.
7. Lastly, select Done.

If you're still experiencing a delay in downloading your latest transactions, please know that most banks start downloading every night around 10 PM PT in QuickBooks. If it’s beyond that, we can start a manual download the same as what you have done previously.

Furthermore, you can check out these articles on categorizing your transactions and reconciling your account. Doing so will put your transactions in the correct category and avoid any discrepancies in your books:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Feel free to reply to this conversation if you require any additional help with your banking transactions. This will ensure that you receive the latest transactions in your bank feeds. I am always available to assist you. Stay well!