Showing results for 
Search instead for 
Did you mean: 
Level 1

Why is Quickbooks not pulling in transactions between a specific period?

For some reason my transactions are showing a gap in transactions between July last year and June this year. I get transactions before and transactions after but jo I between white are the transactions I need to do our yearly company taxes. What the heck is going on?
2 Comments 2

Why is Quickbooks not pulling in transactions between a specific period?

I'm here to help you resolve this missing online banking transactions concern in QuickBooks Online, @Ecraven.


Before anything else, I need to know what financial institution are you using for online banking? I need this information to check with our engineers if there's any reported issues for your bank that is under investigation. 


There are a few reasons why the system is unable to download your bank transactions in QuickBooks Online Banking. Consider the following:


  • The bank recently made some changes with their connection.
  • There is a system maintenance.
  • QuickBooks Online is unable to connect to your bank's website.


In the meantime, try doing these steps and see if makes any difference:


  1. Log into your QuickBooks account and go to the Banking tab.
  2. Click on the account that's having the issue, then select the Pencil Icon to edit.
  3. Select Edit Account Info.
  4. Fill in the details of your bank account and try to re-establish the connection with the bank feed.


To learn more about fixing online banking issues, see this article: What to do if you can’t find downloaded transactions in QuickBooks Online.


If the transactions are not coming in and you're in rush to get bank transactions in your account for reconciliation, the only option is to upload them manually. Please know that when the online banking connection resumes, the bank will re-download the transactions that were not fetched before. 


To avoid any duplicates, you can exclude them in the For Review tab so it doesn't add in to your register twice. Here's how:


  1. Go to the For Review tab.
  2. Mark the box next to each transaction you want to exclude.
  3. Select Exclude from the pop-up at the top.

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.


Kindly update me with the additional info about the issue, as I want to make sure this banking concern is fully fixed. I'll be more than glad to share additional insights and assistance any time. Have a wonderful day!

Fiat Lux - ASIA
Level 15

Why is Quickbooks not pulling in transactions between a specific period?


Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed.


Need to get in touch?

Contact us