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October 24, 2024
Question

My bank transactions did not pull in properly from the bank. Current transactions are pulling in but I am missing several transactions. How can I fix that?

  • October 24, 2024
  • 1 reply
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1 reply

October 24, 2024

Hi there ksarsiat,

 

Thanks for reaching out about your bank transactions. QuickBooks Online is a great tool able to help you keep track of sales and expenses so you know the profitability of your business. I can point you in the right direction to enter these transactions.

 

To enter missing transactions, you can do so by downloading a file from your bank and following these steps to upload them. You can edit the file itself to remove all lines but the ones needed, or you can import them all, and exclude the ones not needed by selecting their checkbox in the For review section of the Banking tab, then Exclude.

 

If you have any other questions, feel free to reach out here.