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curiousgreg117
December 3, 2023
Question

Only some transactions loaded

  • December 3, 2023
  • 1 reply
  • 0 views

I use TD Bank and the only transactions that will load are the past month and a half. I have read through other questions here that are similar but didn't see an answer.

Should I contact TD Bank? 

1 reply

J
JamaicaA
December 3, 2023

Congratulations on making your first post here, @curiousgreg. I'll make sure to help you with this.

 

I completely understand your concern about importing recent transactions into the Self-Employed program. As QuickBooks Online heavily relies on transactions from TD Bank, it is best to contact them regarding this matter. They will be able to confirm if there is any system maintenance on their end or investigate and identify the root cause of this sync issue.

 

Moreover, please let us know if you have encountered any error messages with your bank. Feel free to add them below so that we can work towards resolving it as soon as possible.

 

It's essential to import your bank transactions to reflect the proper date for reconciliation. You'll want to consider manually adding them for now.

 

To learn how to classify transactions from your bank, refer to this article: Categorize transactions in QuickBooks Self-Employed.

 

This information should help you get your bank feeds. Please let me know how it goes by leaving a comment below. I'll be happy to help you further.

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