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Level 1

Why would the bank download skip months on the download and how can I fix this?

2 Comments 2
QuickBooks Team

Why would the bank download skip months on the download and how can I fix this?

Hi sgreenlaw-anracc,


Welcome to Community!  Connecting your bank and credit card accounts to QuickBooks Online is a valuable time saver, in keeping your accounts up to date.  A temporary connection error can cause the issue you've experienced.  However, you can upload the missing transactions to ensure your accounts balance.  I'd be happy to show you how!


Before getting started, I recommend making note of the last transaction in QuickBooks Online, 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 in the Action column

3. Write down the Date of the last transaction


Next, you'll log into your bank's website and select a date range for the transactions. Here's how;


1. Sign in to your bank or credit card's website

2. Make sure the date range for the transactions 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 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 and select the Banking tab

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

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

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

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

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

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

8. Choose Yes to continue

9. When you're ready, hit Let's go!


If you notice any duplicate entries, here's how to remove them:


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

2. Select Exclude from the tab that appears

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 all set and ready to match and categorize your transactions. In addition, you can set up Bank Rules so QuickBooks will automatically categorize the transactions to save valuable time moving forward.


Here's a helpful guide for future reference, to assist with manually uploading transactions in QuickBooks Online.


If you have any other questions, please feel free to reach out again.  We're always happy to help!

Fiat Lux - ASIA
Level 15

Why would the bank download skip months on the download and how can I fix this?


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


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