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yousifmansour200
Level 1

I just starting using QuickBooks, and I connected my bank account to the app, but it didn’t transfer all my transactions over, is there a way it can all transfer over?

It will take a very long time uploading each statement One by one.
4 Comments 4
JoesemM
Moderator

I just starting using QuickBooks, and I connected my bank account to the app, but it didn’t transfer all my transactions over, is there a way it can all transfer over?

I'll be glad to help you with your downloaded bank transactions, @yousifmansour200.

 

Just to confirm, is this your first time linking an account to QuickBooks? If so, QuickBooks Online automatically downloads the last 90 days of transactions. If the missing ones are more than 90 days transactions, you can export additional historical transactions from the bank and upload them into your QuickBooks company. 

 

Then, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. 

 

Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click the Link account drop-down arrow.
  3. Select Upload from the file. Then, click the file you've saved on your computer.

 

You can refer to this link that has a detailed guide to this process: Manually upload transactions into QuickBooks Online. I’m sure you’ll find it helpful.

 

On the other hand, I would also appreciate it if you could tell us what specific bank you're using so we can determine and check if there is an ongoing issue with the bank.

 

You can use these articles as additional references about categorizing transactions, fixing bank errors, and reconciliation workflow in QBO:

 

 

Please let me know in the comments below if you have any other questions aside from working with your online transactions in QuickBooks. I'll be here to lend a helping hand. Take good care.

yousifmansour200
Level 1

I just starting using QuickBooks, and I connected my bank account to the app, but it didn’t transfer all my transactions over, is there a way it can all transfer over?

Hey, yes it’s my first time using QuickBooks, I’ve been using xero for a year now and I just find it extremely complicated to use, but QuickBook is easier for me, I was expecting when I linked my account to quickbooks to have all my statements for the last 2 financial years added on, then I’ll go ahead and fix them up, and I’ve tried to manually upload all of them, but 90% of the transactions I’ve tried to upload has an error next to it and doesn’t work, see as in one month of transactions it’s around 400 transaction, when I try to upload that one month it only uploads 40 of them. 

IntuitSheila
Level 8

I just starting using QuickBooks, and I connected my bank account to the app, but it didn’t transfer all my transactions over, is there a way it can all transfer over?

Hello yousifmansour200,

 

There is a limit of data that you can upload from your CSV file to QuickBooks Online. I recommend splitting the data in to two CSV file to be able to successfully to add the transactions. In QBO we can upload CSV file with the following format. You can upload CSVs with either the following 3-column or 4-column format

 

 

 

Refer to this link for reference: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Drop by again in the Community if you have further concerns.

4Gal
Level 11

I just starting using QuickBooks, and I connected my bank account to the app, but it didn’t transfer all my transactions over, is there a way it can all transfer over?

@yousifmansour200 

You can use a converter tool (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110