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adrianfielding-m
Dec 29, 2021 2:28 PM UTC
Question

Hi. I have a whole three months in the middle of the year that haven’t been picked up by QuickBooks? How can I get these transactions sync’s from the bank?

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5 replies

GeorgiaC
Dec 29, 2021 2:58 PM UTC

Hi adrianfielding-m, you can import the missing period using a CSV file of downloaded transactions from your bank - we've got a video demo on this here. Get back to us below if you have any Q's. 🙂

adrianfielding-mAuthor
Dec 29, 2021 3:58 PM UTC

Hi. This isn’t something I normally? Transactions are picked up directly from my bank to the software? Firstly I’m wondering why this hasn’t happened. But if I now need to learn how to upload csv files and then do it will I be refunded any monthly fees? 

this is my second year with you and I’ve not had to do this before?

ShiellaGraceA
Dec 29, 2021 4:54 PM UTC

Thanks for coming back, @adrianfielding-m.

 

I have some information about connecting your bank account with QuickBooks. The above recommendation is a workaround to import the missing bank transactions into QuickBooks. On the other hand, your transactions are downloaded automatically to QuickBooks.

 

About the refund, I recommend contacting your bank if you're referring to bank fees. It is better to also contact our Customer Care Support so we can further investigate why your bank stop syncing with QuickBooks.

 

In case you need help with other bank-related tasks, feel free to browse this link. It contains topics with articles to guide you along: Find help with bank feeds and reconciling accounts.

 

Please let me know if you have other questions or concerns with bank transactions. I'm always here to help. Take care and have a good one.

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