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November 2, 2023
Question

For the past two months, there has been chunks of bank transactions that haven’t been loading into QuickBooks. Does anyone know why this would be happening?

  • November 2, 2023
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1 reply

November 2, 2023

Hey there, Andy. I'm here to help with resolving bank transactions' missing entry issues.

 

QuickBooks depends on the transactions transmitted by your bank. Also, if you link your bank to QBO, it will automatically download transactions from the last 90 days, and in some banks, it can even import data as far back as 24 months.  

 

If there is any missing data in the initial download, you can manually import previous months' information using supported file formats in QuickBooks. 

 

Here's how:

 

  1. Log in to your bank or credit card's website to access the transactions.
  2. Follow the provided instructions to download CSV files of your transactions to your computer. 
  3. Ensure that the date range for the download includes at least one day before your oldest transaction. 
  4. Save the downloaded file in a convenient location, such as your computer's desktop.

 

When you're ready, you can upload them into the program by following these steps:

 

  1. Go to  Transactions and select Banking transactions.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Click the Link account dropdown and then Upload from file.
  4. Pick Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then click Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Choose the transactions you would like to import. Then tap Continue.
  8. Click on Yes, then Done.

 

Check this article for more details on importing bank transactions into the system: Manually upload transactions into QuickBooks Online.

 

Once transactions are in, you can categorise them and put them into their appropriate account to ensure accurate financial reporting.

 

Furthermore, reconcile the account to ensure the accuracy and completeness of your financial records.

 

Let me know if you have further questions regarding missing transactions and other related issues. I'll be here to assist.