Hello lusp,
Missing transactions can be caused by a disconnect between your financial institution and QuickBooks Online. When this happens, the Development Team works diligently to resolve the issue as soon as possible. However, you'll still need to manually upload the missing transactions, so your books are accurate and up-to-date. I'd be happy to show you how!
Before beginning the process to manually upload your missing transactions, 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 open the Account history
3. Write down the date of the last transaction
Sign in to your bank or credit card's website.
2. Make sure the date range for the transactions is aligned with according to the date of the last transaction in QuickBooks
3. Follow your bank's instructions to download your file in CSV format.
4. Download your transactions and save the file where it's easy to locate
5. Review the file to make sure it's in the correct format.
Here's how to upload the transactions into QuickBooks Online:
1. Log into QuickBooks Online
2. Open Transactions, then Banking
2. Select the blue tile for the account you're uploading the transactions into
3. Click on the ▼ dropdown menu beside Link account and then Upload from file
4. Hit Browse and choose the CSV file you downloaded from your bank, then click Continue
5. Match the columns on the file with the correct fields in QuickBooks, then Continue
6. Select the transactions you would like to import and Continue
7. Hit Yes
8. When you've accepted your transactions, select Done
If you notice any duplicate entries, 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. Any transactions deleted in error will need to be recreated manually.
You're ready to match and categorize your transactions. In addition, you may prefer to set up Bank Rules. QuickBooks will automatically categorize the transactions for you based on the rules you set.
Here's a helpful guide for future reference, to assist with manually uploading transactions in QuickBooks Online.
Feel free to reach back out, if you have other questions. We would be happy to assist!
