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August 24, 2023
Question

I had not connected to my bank feed for a while, and almost all the April and May transactions are missing.

  • August 24, 2023
  • 2 replies
  • 0 views
It seems only 3 months of transactions were loaded today.  But the last update was 5 months ago and almost all April and May transactions are missing from my bank feed.  The bank in question is Bank of Ireland.  Any help gratefully appreciated.

2 replies

August 24, 2023

Adding all your bank transactions to QuickBooks ensures your record and balance are accurate, robin.

 

Once you connect your bank account, it will only bring the last 90 days of your transactions by default. To add the missing data, download the file from your bank's website and manually import the transactions into the program.

 

Let's use the CSV file to upload the data. Beforehand, make sure it's in the correct format. After that, follow these steps to ensure you'll get the April and May transactions:

 

  1. Go to Transactions and then select Bank transactions.

  2. Select the blue tile for the account you want to upload the transactions.
  3. Select the Link account drop-down menu and then Upload from file.

  4. Select Drag and drop or select files, then select the file you downloaded from your bank. Then select Continue.

  5. In the QuickBooks account drop-down menu, choose the bank you want to add the transactions. Then, select Continue.

  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.

  7. Select the transactions you would like to import. Then select Continue.
  8. Click Yes.

  9. When you've accepted your transactions, select Done.

 

For more details about the process, please see this article: Manually Upload Transactions into QuickBooks Online.

 

Additionally, I've added these resources that'll help you speed up the review process of your transactions to ensure you put them into the correct accounts:

 

 

Please keep us posted if you need additional assistance managing your Bank Feeds and maintaining the accuracy of your books. We're always here to help you out.

Fiat Lux - ASIA
August 25, 2023

@robin-roos-uk-ne 

Another option, use one of the converter tools (e.g csv2qbo at $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110