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August 13, 2022
Question

My bank statement is way out and Ive seen all entries in the banking screen have disappeared between 28/9 and 18/5. Expenses and income all there. Fix?

  • August 13, 2022
  • 1 reply
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1 reply

MariaSoledadG
August 14, 2022
Let me guide you on what you'll have to do fix your banking screen issues, chrismtkd.

When you connect your bank to QuickBooks Online (QBO) account, it automatically downloads the new transactions. In case you're not getting the latest transactions, you can manually update your bank to fix the issue. To do this, follow the steps below:

  1. Go to the Banking menu on the left page.
  2. Click on the Banking tab.
  3. Click on the Update button to download the latest transactions.
 
This ensures the availability of all entries on the banking page. But if you're still unable to see the transactions, you can download from your bank's website and upload them into QuickBooks Online. For more information and detailed steps, I've added this article for your guide: Manually Upload Transactions Into QuickBooks Online.
 
Furthermore, to learn more on how QuickBooks tries to match and add transactions you've entered in QuickBooks, check out this resource for your reference: Categorise and Match Online Bank Transactions In QuickBooks Online.
 
Please get back to us if you have further questions with your entries on your banking screen. I'll be here to help.