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ala-muszelik-gma
Level 1

Ansactions from certain banks. They are not showing in the transactions at all. and also they are uploading up to a certain date and a day after that eg up to 11th of November, and just refuses to upload further transactions. Any help would be appreciated

 
4 REPLIES 4
ala-muszelik-gma
Level 1

Ansactions from certain banks. They are not showing in the transactions at all. and also they are uploading up to a certain date and a day after that eg up to 11th of November, and just refuses to upload further transactions. Any help would be appreciated

Message with no error. ‘I am having problems importing transactions from certain banks. They are not showing in the transactions at all. and also they are uploading up to a certain date and a day after that eg up to 11th of November, and just refuses to upload further transactions. Any help would be appreciated’

Ashleigh1
QuickBooks Team

Ansactions from certain banks. They are not showing in the transactions at all. and also they are uploading up to a certain date and a day after that eg up to 11th of November, and just refuses to upload further transactions. Any help would be appreciated

Hello Ala-muszelik-gma, 

 

Welcome to the Communtiy page, 

 

Are you getting any error messages or anything when you upload your transactions in or not?

 

 

ala-muszelik-gma
Level 1

Ansactions from certain banks. They are not showing in the transactions at all. and also they are uploading up to a certain date and a day after that eg up to 11th of November, and just refuses to upload further transactions. Any help would be appreciated

No, no error message, it says the csv file was uploaded successfully and then it does not show in the transactions at all 

MaryAnn_E
QuickBooks Team

Ansactions from certain banks. They are not showing in the transactions at all. and also they are uploading up to a certain date and a day after that eg up to 11th of November, and just refuses to upload further transactions. Any help would be appreciated

Hi there, @ala-muszelik-gma.

 

I've got the suggestions you need to get the missing transactions downloaded to QuickBooks Self-Employed (QBSE). 

 

The program only automatically downloads the last 30 - 90 days of transactions. That may be the reason none of them are showing up on the Transactions page. 

 

I'd suggest downloading transactions from your bank using a CSV file since these are from August to December 2019. Then, manually import them to QBSE. I'll guide you how. 

 

To export the transactions from your bank: 

  1. Sign in to your bank’s website.
  2. Follow the steps to download your transactions using a CSV file. 
  3. Set the date range (August to December 2019).
  4. Follow any on-screen instructions to finish the download.
  5. Reformat the file if necessary. 

 

To import the transactions to QBSE: 

  1. Go to the Settings (⚙) icon at the upper right. 
  2. Select Imports under Transactions
  3. Choose the account. 
  4. Click Browse and locate the downloaded file. 
  5. Select the file and select Open to start the import.
  6. Review the column headers and data. Ensure the Date, Description, and Amount columns on the file match the columns and order in QBSE. 
  7. Click Continue to complete the import. 

 

Once this is finished, you'll be directed to the Banking window where your imported transactions are displayed in the For Review tab. You can review (edit), add, or match each transaction. I've provided an article with more information on how to Download, match, and categorize your bank transactions in QuickBooks Online.

 

Feel free to post in the Community if you have any more questions. Have a wonderful day.

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