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arsim-nuhiu-an-g
Level 1

Credit card transaction missing after linking the cards to QuickBooks. I can't download the transactions from the bank/RBC to import. Is there a solution to this?

I am posting transactions of 2023, and after linking the credit card and checking account, credit card transaction does not appear, only the most recent transaction. I tried to download a csv from the bank and upload into QuickBooks, but bank does not allow for credit cards to download transactions older than few days or a week. 
Is there any way to have these transactions appear in QuickBooks? Or I need to enter all the transactions manually one by one?
Thank you in advance.

2 Comments 2
4Gal
Level 11

Credit card transaction missing after linking the cards to QuickBooks. I can't download the transactions from the bank/RBC to import. Is there a solution to this?

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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

 

JamesM4
QuickBooks Team

Credit card transaction missing after linking the cards to QuickBooks. I can't download the transactions from the bank/RBC to import. Is there a solution to this?

Hi arsim-nuhiu-an-g. It's vital you're able to work with all your transactions at once. Rest assured, I'll be happy to share more details so you can upload the rest of your transactions with ease. QuickBooks is a versatile program that simplifies your accounting and it's essential you're able to experience this benefit. When you connect a bank to QuickBooks, the program automatically downloads the first 90 days of transactions. Don't worry, you can still upload transactions that go beyond the 90 days. You can do this by manually uploading your transactions using the steps in this helpful article here. I encourage you to try out the steps in the article and let me know if you have further questions. I'm here to help you get ahead with your work. Otherwise, I wish you a great rest of the week. 

 

 

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