Good day, accounts-knights.
I can share with you the steps on how to bring your data to QuickBooks Online.
When you connect your bank and credit card accounts, QuickBooks automatically downloads transactions up to a certain date.
If you can’t find those transactions, let’s perform some basic troubleshooting steps to make sure the issue isn’t browser-related. It’s possible that local internet cache files are the reason for this unexpected behavior.
Let’s start logging in to QuickBooks using a private window. Here’s how:
• Ctrl + Shift + P (Internet Explorer)
• Command + Shift + N (Safari)
• Ctrl+ Shift + N (Google Chrome)
• Ctrl + Shift + P (Mozilla Firefox)
If it works, you need to clear your browser’s cache. Here’s an article to help you with the process: How do I clear my browser cache and temporary Internet files?
To learn more about mapping and uploading bank entries, see the following article:
I’ve also added an article for your additional reading on how to match and categorize a bank transaction: Categorize and match online bank transactions.
Know that you can get back to me if you have any other questions about banking. I'll make sure to get back to you as soon as I can.
