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Hi there. All my accounts are direct fed into QB Online.
Today, I made the silly mistake of cancelling a credit card before sync the expenditure data to QB via the direct feed. It now has about 5 months of missing data and the bank won't reopen the feed for me or "uncancel" my card.
I can still manually access the statements and expenditure data via the bank's website for a few months.
What's the best way to get the data mannually into QB?
Can I somehow append the data to the QB credit card account after the feed has stopped?
Should I just start a separate QB account (cash or otherwise) and copy and paste the data there? If so, what's the best way to do that?
Thank you.
I assure you I have all the information to handle and bring those missing transactions to QuickBooks Online, finance32.
You can import your bank statement by downloading a CSV file format and uploading it manually to the system.
Then, upload the transactions to QBO. You can follow the steps below.
After downloading your banking data, you can categorise them for proper accounting and reconcile the account for accurate financial records.
Let me know if you have further questions about handling missing transactions and other related issues. I'll be here to assist.
You can use one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.
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