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Everything you need to know about banking in QuickBooks Online - Discover more
jameselliott882
Level 1

Missing bank transactions from months ago

I’m missing bank transactions from April -July 2023 how can I go that far back to upload them
4 REPLIES 4
On Beta
Level 4

Missing bank transactions from months ago

What file format you can download from your bank? pdf, csv, or others?

jameselliott882
Level 1

Missing bank transactions from months ago

Hi, only pdf  unfortunately 

On Beta
Level 4

Missing bank transactions from months ago

You can check pdf2qbo converter tool

https://www.moneythumb.com/?ref=110

 

AnneMariee
QuickBooks Team

Missing bank transactions from months ago

Hi there, James. I'm glad to walk you through uploading your transactions into QuickBooks Online (QBO).

 

If you've connected your bank to QBO bank feeds, please note that some banks can only fetch transactions for a limited number of months. In such cases, you can import backdated transactions by uploading a CSV file into QuickBooks.

 

Before you proceed, obtain a CSV file from your bank and modify it into the correct format to avoid upload errors.

 

Once you've done that, follow these steps:
 

  1. On the left navigation panel, go to Transactions.
  2. On the Bank transactions tab, click the Link account dropdown arrow.
  3. Select Upload from file.
  4. Upload the file. Then, Continue.
  5. Choose the account you want to upload the transactions into in the QuickBooks account dropdown.
  6. Follow the onscreen steps to map the columns. Then, Continue.
  7. Tick the transactions you like to import. Then, Continue.
  8. Hit Yes, and then Done.

 

Please note that there's a 1,000-line limit per upload. For more info and detailed steps, refer to this article: Manually upload transactions into QuickBooks Online.

 

After completing the upload, ensure that you categorize your transactions into the correct categories for better organization.
 

Let me know if you need further assistance with uploading your transactions to QuickBooks, James. I'm here to assist you.

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