cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Connect bank account

Hi, 

I'm still on my 1st month trail, so i'm very new and still learning Quickbooks. I have connected my bank account with Quickebooks, but it only showing 2 latest transactions instead of last 90 days of transactions. I would like to have all the transactions from 01/07/2020 for the new FY record. 

 

Wonder what should i do and how can i get all the past transaction link to my account?

 

Thanks for your help.

Much appreciated. 

2 Comments
Level 6

Connect bank account

Hi @LeeB1 , thank you for posting in quickbooks community.

 

You could update bank feed with click on update button. Try to update in private window, clear cache and browsing history. As a workaround you could upload bank transaction manually, here i give article about upload transaction manually  . Please don't hesistate press help button if your bank account didn't work properly. 

 

Glad to assist you.

QuickBooks Team

Connect bank account

Hi LeeB1, 

 

Whilst the goal is to have 90 days of transaction to arrive in your bank feed there are times when the bank only transfers a handful of transaction across to QuickBooks. Whilst it does not mean the bank feed is faulty, the gaps can be filled with the use of importing a Excel CSV files from your bank.

 

You can import as many transaction as you like into QuickBooks and once the import is finished, you are directed back to the Banking tab where your imported transactions are displayed on the For Review tab. You can review, add, or match each transaction. 

 

Each bank formats its CSV files differently, so importing a CSV file may not be possible for every financial institution. Please see the link here for a general overview and steps of how to import this file. 

 

Of course, being new to QuickBooks if you prefer to speak with a support team member during these steps please don't hesitate to contact us here.

 

Hope this helps,

 

-Steven