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Xi3
Level 1

Banking Transactions/ Expenses missing after 12 months ago

Hello,

 

I have a year end to prepare for and my Banking transactions / business expenses have disappeared prior to 12 months ago.  Is there a limit of 365 days for tracking and categorizing expenses?

 

1 Comment 1
Trish_T
QuickBooks Team

Banking Transactions/ Expenses missing after 12 months ago

Hi Xi3,

 

Welcome to Community!  Missing transactions from your bank feed is definitely concerning, as year end is approaching.  QuickBooks Online has usage limits that vary by subscription.  However, you should be able to view all transactions in the timeline you've indicated.  I'd be glad to assist!

 

If you haven't done so already, I recommend clearing cache on your browser.  This will help to improve system performance and page loading times.  If you're still not able to view all of the transactions, follow these steps;

 

1. Open your Settings ⚙ and select Chart of accounts

2. Click on Account history in the Action column

3. Open the Filter (looks like a funnel)

4. Use the ▼ dropdown menu to select a Date, or enter a Custom date range

5. Hit Apply

 

Should you require additional assistance, please don't hesitate to contact us.

 

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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Feel free to reach back out if you have any other questions.  We're always happy to help!

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