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February 2, 2022
Question

Why can't I see transactions from 01/01/2021-04/20/2021

  • February 2, 2022
  • 1 reply
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1 reply

katherinejoyceO
February 2, 2022

Hello there, @rcbucasas

 

I want to help ensure you'll get all your bank transactions from 01/01/2021-04/20/2021 to show up in your QuickBooks Online.

 

As an insight, most banks will only sync the worth of 90 days of your bank transactions when you connect your bank or credit card account in QuickBooks for the first time. While others may allow up to 24 months.

 

You can check out this article for more details: Connect bank and credit card accounts to QuickBooks Online

 

In this case, you can manually add your past transaction to QuickBooks. Here's how: 

 

  1. Sign in to your bank or credit card's website, then follow your bank's instructions on downloading CSV files of your transactions to your computer.
  2. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  3. Download your transactions, then save the file somewhere you can easily find it, like your computer's desktop.

 

Once done, you're now ready to import those transactions into QuickBooks:

 

  1. In QuickBooks Online, go to the Banking menu, then select the Banking tab.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Select the Link account dropdown and then Upload from the file.
  4. Select Browse and select the file you downloaded from your bank, then click Next.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions into, then select Next.

 

After that, follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next. Select the transactions you would like to import, then select Next and Yes. Select Let's go whenever you're ready. 

 

For further insights and reference, check out these links: 

 

 

In case you encounter some issues in the future, check out Step 4 on this article to learn more about fixing specific bank errors in QBO.

 

Let me know if you have any other questions. I'll be here to help some more.