Skip to main content
Nov 11, 2020 8:48 AM UTC
Solved

Hello, my transactions before 14th August 2020 are not showing? They're on my. Bank statement but cant see them on QB, need to review them. Any help appreciated

Original commenter did not share additional details
EmmaMAnswer
Nov 11, 2020 9:31 AM UTC

Hello Bloodwaxx-gmail-, Have you connected a bank and transactions pre 14 Aug 20 have not pulled through? If that is the case it will likely be as the bank has a set rule on how far back it will let us as a third party pull through. What you can do is download the transactions you are missing from your bank's website, save the file as a CSV and then upload them in QuickBooks, full instructions on how to do this are available here.

1 reply

EmmaMAnswer
Nov 11, 2020 9:31 AM UTC

Hello Bloodwaxx-gmail-, Have you connected a bank and transactions pre 14 Aug 20 have not pulled through? If that is the case it will likely be as the bank has a set rule on how far back it will let us as a third party pull through. What you can do is download the transactions you are missing from your bank's website, save the file as a CSV and then upload them in QuickBooks, full instructions on how to do this are available here.