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January 9, 2021
Question

I linked my bank account after it auto deleted. Now it won’t show information from last year. Yes, I did select the date range to show profit/loss from 2020.

  • January 9, 2021
  • 1 reply
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1 reply

January 11, 2021

Hello mike-matherscont,

 

Thanks for taking a moment to shed a bit of light on what's happening in your QuickBooks Online account with the banking feeds. I know how useful this feature is for working with transactions in the program, so I want to make sure you're able to see the information you're looking for now that you've connected the feed. I'll help you with this.

 

When you link your bank account to QuickBooks Online, the program generally pulls in 90 days worth of data. The amount of data you can get from the initial connection is determined by the bank itself, so if you saw the option to include data for last year as well, that's great! If not, however, you can use the instructions in our article Manually upload transactions into QuickBooks Online to see how to bring in that data manually.

 

Once the transactions are in the banking feed, then it's a simple matter of adding or matching them so they appear in your books and hit your reports. When transactions are sitting in the For Review tab, they're not officially a part of your books yet, and you can add, match, or exclude them as needed to ensure that only the details you need are in your books. This article explains more about that: Categorize and match online bank transactions in QuickBooks Online

 

Since you mention that your bank account had been previously deleted, it sounds like you may have had the feed connected to QuickBooks Online, but then had to reconnect it for whatever reason. If that's the case and you already handled transactions from last year, those should still be in your books even though the feed was disconnected. I recommend checking the chart of accounts through the Accounting tab in QuickBooks Online to verify if they're there.

 

If they're not and they should be, I recommend connecting with a member of our support team to go over this in more detail. A one-on-one conversation will give us the opportunity to gather all the relevant details from you to get to the bottom of what's going on. Here's how you can reach out.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

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Wishing you the best!