Hi, Quick books only seems to be picking up this year costs. Is they any way I can make it pick up costs from 2022 onwards ?

Thanks for reaching out to the Community for your concern, ddkhan3003.

For me to be able to provide you with an appropriate solution, I'd like to ask for further details about the costs that appear on your QuickBooks Online account. Are you referring to a certain report that shows only your costs for this year? Or perhaps are you referring to the costs you see on your dashboard?

Any additional information such as screenshots will be much appreciated. Just ensure to filter any confidential information.

I'll be in the comment section for your response and for any other costs and QuickBooks-related queries you'd like to bring up. Take care. 

hi,

I'm referring to both . the transactions and report.

I appreciate you reaching back and adding details of your concern, ddkhan3003.

Following the details you've added, can you tell me the specific transactions and the report you're referring to? Also, it would be helpful if you could send us a screenshot of your concern. This way, I can provide you with accurate information.

We'll be looking forward to your response. Take care, and have a good one!

just to clarify. Business bank account has transactions from 2021 but quick books is picking up only 2024 transactions. how can I make quick books pick up the previous year transactions ?

Thanks for clarifying your concern, ddkhan3003. Let me help you sort this problem out and get you back on track. 

QuickBooks Online can download past transactions for up to 90 days, but the actual download duration depends on your bank's policies when you first connect bank and credit card accounts to QuickBooks Online. The transactions are only downloaded when they are no longer pending and are officially posted on the bank site.

On the other hand, we also have the option to manually download your transactions to QBO. To do that, we need to request the transaction information or bank statement in CSV or QBO file format from your bank. After doing this, we can manually upload it. 

Here are the steps to follow:

1. Go to Transactions, then select Bank transactions
2. Select the blue tile for the account you want to upload the transactions into.
3. Select the Link account dropdown, then click Upload from file. 
4. Select Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
5. In the QuickBooks account dropdown, choose the account you want to upload the transactions into. Then, select Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you like to import. Then select Continue.
8. Select Done once finished.

If you face issues when manually uploading bank and credit card transactions into QuickBooks Online, you can refer to this article for future reference: Fix bank upload errors in QuickBooks Online.

Please feel free to come back to this thread for updates, and queries on bank transactions and other QuickBooks-related matters. I'll be keeping an eye out. Have a good one.

Hi,

I've just noticed the current months cost are not pulling through properly either. Can you double check this please?

I have disconnected and connected a few times bank is saying to speak with quick books ?

Does this mean I need to manually upload statement every month. Plus I don't want to be duplicating the transactions that have already been uploaded 

Thanks for getting back to us, ddkhan3003-gmail. 

You'll only need to manually import bank transactions from previous years that you want to include in QuickBooks. 

Any recent transactions will be downloaded through the automated bank connection. Checking your account on our system, this is showing a successful download today. Please get back in touch if you are continuing to experience any issue. Thank you!

Jan and Feb for this year hasn't pulled through any transactions . also hasn't pulled all transaction for march and April 

Hello there, ddkhan3003.

I’m here to help you properly sync your Business bank account with QuickBooks Online (QBO).

Beforehand, did you encounter any bank errors? If so, check this article for steps to resolve the issue: What to do if you get a bank error or can't download transactions.

Otherwise, update your bank in the program to download the latest available transactions. Here's how:

1. Go to the Transactions menu.
2. Select Bank transactions.
3. Click Update at the top.

Furthermore, let's check if there's an issue with your bank's website. First, get the URL QuickBooks uses to connect.

1. From the Transactions menu, select Bank Transactions.
2. Select Link account.
3. Look for your bank and click it.
4. Copy the URL listed for your bank.
5. Sign in to your bank website using the copied URL.

If the issue persists, I suggest contacting our Customer Support Team. This way, they can pull up your account securely and check the cause of the problem. I'll guide you on how to do it:

1. Go to the (?) Help icon.
2. Select Talk to a Human.
3. Enter a short description of your concern.
4. Click on I still need a human.
5. Tap Contact Us to connect with our live support.
6. Choose to Get a callback.

Alternatively, you can manually import your bank transactions into QuickBooks.

Once everything is good, you can review and reconcile your transactions to ensure they match your bank and credit card statements. For a detailed process, refer to these resources:

• Categorise transactions
• Reconcile an account

Please know that I can assist you with any banking transaction concerns. Feel free to share them on the Community page.