QuickBooks did not import my bank transactions from Dec 14th 2020 to Jan 01 2021. Is there a way to still import them or do I have to do it manually now?

Hi there MPage,

When working on the books for your business it's important that you've entered older transactions as well as recent transactions, so that you're able to most accurately account for your income and expenses over time. QuickBooks Online does a great job of importing transactions straight from your bank statement through the Transactions menu. Sometimes though, the oldest transactions can't be pulled and you have to do a manual import of the remaining transactions. I'll give you the steps to do that so you can get underway with categorizing and matching them.

The first part of the process is going to be downloading the transactions from your online banking portal as a .CSV file. The instructions for each financial institution are a little different but it should be fairly easy to figure out. You'll want to ensure you're downloading transactions that fit the date range you've indicated above, being sure not to overlap with transactions that did pull through. The maximum file size for these transactions is 350 KB, so if your file is larger than that, try downloading a few shorter date ranges.

Since your account is already connected to online banking, you'll want to follow the steps below to proceed with manually importing the file you downloaded:

1. Navigate to the Transactions menu and choose the Banking tab.
2. Choose the tile for the account that you need to upload transactions for.
3. Use the Link account dropdown and choose Upload from file. 
4. Browse to find your .CSV file and hit Next.
5. Locate the correct account from the QuickBooks account dropdown. This'll be one in your Chart of Accounts that these transactions will be recorded to. Hit Next.
6. Follow the prompts on screen to match up the columns in your .CSV file with the fields in QuickBooks. Hit Next to proceed. Choose the transactions you want to import and hit Next again.
7. Choose Yes, then Let's go when you're ready.

The final step is to categorize and match your transactions so that they're recorded in the correct accounts. If you run into a few duplicate transactions after importing your .CSV file, don't panic. This has an easy fix. You'll simply want to check off all of the duplicate transactions and hit Exclude. This sends these transactions to the Excluded tab of the Banking menu, where you can easily fetch them again should you need to. Use the Undo button in the action column to send them back to For review if necessary.

Let me know if there's more I can do to support you with this process. I want to make sure it's as straightforward for you as possible. Make sure that you check out the blue hyperlinks that I've included in this reply - they'll take you to articles with further steps and instructions. I know you'll find them helpful. Take care!