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Pitou Minou
Level 1

Several days of data did not get picked up. My bank is connected. How can I get the data into QB?

2 Comments 2
Level 11

Several days of data did not get picked up. My bank is connected. How can I get the data into QB?

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QuickBooks Team

Several days of data did not get picked up. My bank is connected. How can I get the data into QB?

Hello Pitou Minou, 


It's a pleasure to see you in Community.  Welcome!  I can understand how missing transactions can have a negative impact on your books.  There are times when there may be a disconnect between your bank and  QuickBooks Online, preventing some transactions to upload automatically.  I would be glad to help!


QuickBooks Online provides the option to manually upload missing transactions in one batch. Here's how;


It's important to make note of the last transaction in QuickBooks, to prevent any duplicate entries. Follow these steps to locate the information:


1. Open your Settings ⚙ and select Chart of Accounts

2. Locate the account in your list and select Account history 

3. Write down the date of the last transaction


Continue as follows;


1. Sign into your bank or credit card's website.

2. Make sure the date range for the transactions is aligned with the date of the last transaction in QuickBooks

3. Follow your bank's instructions to download your file in CSV format. 

4. Save the file somewhere you can easily find it.

5. Open and review the file to make sure it's in the correct format before you upload it.


Follow these steps to upload the transactions into QuickBooks Online:


1. Login to QuickBooks Online

2. Open Transactions, then Banking

3. Click the blue tile for the account you're uploading the transactions into

4. Select the ▼ dropdown arrow beside Link account and then Upload from file

5. Hit Browse and select the CSV file you downloaded from your bank, then click Next

6. From the Account ▼ dropdown, choose your account and hit Next

7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Next

8. Select the transactions to import and continue through the prompts

9. Choose Yes to continue

10. Select Yes, then hit Done.


If you notice duplicate entries have occurred, follow these steps to remove them:


1. From the For Review tab, checkmark the box beside all duplicated entries

2. Select Exclude 

Note: You can permanently delete the transactions from the Excluded tab by selecting all items and then hit Delete. This process is irreversible and any transactions deleted in error will need to be recreated manually.


You're ready to match and categorize your transactions.  Here's a helpful guide for future reference, to assist with manually uploading transactions in QuickBooks Online.


If you have any other questions, please don't hesitate to reach back out. We would love to help!

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