Thank you for reaching out, goxhill. The gaps in your records are likely due to one of the following factors:
- Most banks only allow QuickBooks to pull the last 90 days of data. If the connection was inactive for longer than that, those older months became out of reach.
- If you changed your bank password or security settings last year, the sync may have paused, causing a gap until the account was re-authorized.
- The missing data might have been accidentally moved to the Excluded tab during a previous cleanup or already categorized.
- If a manual upload overlapped with an automatic feed, QuickBooks may have automatically blocked those transactions to prevent duplicates.
- If your bank was performing system updates or issued a security advisory, the connection may have been blocked temporarily, causing QuickBooks to miss transactions during that window.
The best way to retrieve those older records is to follow the detailed steps in this article under "For customers using QuickBooks Online": Manually upload transactions into QuickBooks Online.
After the manual upload, the transactions will appear in your For Review tab, where you can categorize or match them to ensure your account balance is accurate. This process fills the missing gaps in your records, allowing your financial reports for last year to reflect your true business performance. QuickBooks will also run a check to flag any potential duplicates, ensuring you don't accidentally record the same transaction twice.
Please don't hesitate to leave us a response if you have other questions or concerns.
