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T
Tru 12
March 30, 2024
Question

How can I find out if QB didnt download all my transactions?

  • March 30, 2024
  • 1 reply
  • 0 views

I was recently trying to get my things in order for my tax preparer. I found that QB missed two weeks of transactions and i had to calculate the totals from my bank statements. Now, I have 2 QB accounts since i have 2 businesses. Now i wonder if QB missed transactions from my other business since the expenses total from my other business seemed low. I wonder if there is a way to check this. Before and after those two weeks everything was in order. Please help, thank you so much for your time.

1 reply

JaeAnnC
JaeAnnC
March 30, 2024

We appreciate you posting in the Community, @Tru11. Let me provide insights about your missing bank transactions in QuickBooks Online (QBO) and help you troubleshoot the issue.

 

When linking your bank account in QBO, the program is unable to download transactions past 90 days. However, I recommend checking your bank statement to verify whether the program downloads all your transactions accurately.

 

If you're not getting the latest transactions or updates seem stuck, don't worry. I've got some troubleshooting steps to resolve this issue.

 

First, perform a manual download. To do that, go to Transactions, select Bank Transactions, then click Update.

 

If the issue persists, check your bank or credit card's website for any messages, notifications, or alerts. It could be a temporary problem on your bank's end. 

 

Bank errors also block QBO from downloading new transactions. For more troubleshooting options, please refer to this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Additionally, it's important to categorize your transactions in QBO to help identify tax deductions and ensure your books are accurate.

 

Keep me updated if you have other questions about your missing bank transactions. I'll respond right away to address your queries. Stay safe, and have a good one.

T
Tru 12Author
March 30, 2024

The two weeks of missed transactions were in between dates where there were no interruptions at all. I do sometimes get messags from qb saying that my bank connection with qb was interrupted but when i link them again, the transactions are downloaded. So i am not sure what happened there. But i am very worried that my other qb account is at risk of that happening. I am not able to manually check the bank transactions with qb downloaded transactions. That would be extremely troublesome. I need to be able to trust that qb is recording all transactions and that they are all there when i update it.

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