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January 7, 2024
Question

Part of credit card transactions are not imported to QBO in 2022, how solve this issue?

  • January 7, 2024
  • 1 reply
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1 reply

January 8, 2024

Hi shahraked,

 

Thanks for reaching out to us here.  Welcome!  Missing transactions can have a negative impact on your day, when you need to ensure your books are balanced.  QuickBooks Online provides the ability to manually upload missing transactions, when needed.  I'm here to help!

 

Before getting started, It's important to make note the dates of the missing transactions in QuickBooks, to prevent any duplicate entries. Follow these steps to locate the information:

 

1. Open your Settings ⚙ and go to the Chart of Accounts

2. Locate the account in your list and open Account history 

3. Write down the dates for the missing transactions

 

Next, sign in to your bank or credit card's website.

2. Make sure the date range for the transactions matches the dates noted in the above step

3. Follow your bank's instructions to download your file in CSV format. 

4. Save the file where you can easily find it.

5. Open and review the file to make sure it's in the correct format before you upload it.

 

Here's how to upload the transactions into QuickBooks Online:

 

1. Login to QuickBooks Online

2. From the Transactions menu, select the Banking

2. Click the blue tile for the account you're uploading the transactions into

3. Select the ▼ dropdown arrow beside Link account and then Upload from file

4. Hit Browse and select the CSV file you downloaded from your bank, then click Next

5. From the Account ▼ dropdown, choose your account and hit Next

6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Next

7. Select the transactions to import and continue through the prompts

8. Choose Continue

9. When finished, hit Done.

 

If you notice any duplicate entries, here's how to remove them:

 

1. From the For Review tab, checkmark the box beside all duplicated entries

2. Select Exclude 

Note: To permanently delete the transactions from the Excluded tab, select all items and then hit Delete. This process is irreversible and cannot be undone.  All transactions deleted in error, will need to be recreated manually.

 

You're ready to match and categorize your transactions. I

 

Here's a helpful guide for future reference, to assist with manually uploading transactions in QuickBooks Online.

 

If you have any other questions, please don't hesitate to reach back out. We are always happy to assist!