Hi there, JW011.
When you connect your bank, your transactions will be automatically imported into QuickBooks Online. However, please note that QuickBooks depends on the bank's data to populate the program. Your financial institution determines how QuickBooks receives the information. Thus, it displays the exact information when syncing entries.
To rectify this, let's refresh the bank connection to import the missing transactions. Here's how:
- Open your QuickBooks Online account.
- Go to Transactions and select Bank transactions.
- Select Update.
Afterward, carefully review, categorise, and match the downloaded transactions to ensure everything is correct. This will help you keep your Charts of Accounts organised and accurate.
If the transactions didn't show, I suggest manually uploading the transactions using a CSV file your bank provides. This guarantees precise transactions that are reflected in QuickBooks Online. Make sure to review the file format and size before doing so.
I also encourage contacting Monzo about how they send their data to QuickBooks Online and prevent this from happening in the future.
Tag me in the comment below if you have clarification about managing transactions in QuickBooks. I'm always here to help.
