I'll guide you through the process of retrieving your bank transactions so that they are successfully reflected in your QuickBooks Bank Feeds, pacarpentry82.
First, could you please provide the name of your bank? This information will assist us in troubleshooting the issue more effectively. If your bank is not syncing transactions with QuickBooks, please note that it only retrieves data from the last 90 days.
Here are a few things to check if your bank isn't activating and pulling transactions, even though you've given permission and linked your current account:
- Transaction Age: QuickBooks only pulls transactions from the last 90 days. If your most recent transaction is older than that, it won't be included in the sync.
- Bank Updates: In the meantime, you might want to contact your bank to check if there are any updates or ongoing issues on their end that could be preventing transactions from updating and syncing into QuickBooks.
In the meantime, you may want to contact your bank to inquire about any updates or ongoing issues on their end that could be preventing transactions from updating and syncing with QuickBooks.
While fixing the issue with your bank connection in QuickBooks, you can manually upload your transactions into QuickBooks using a CSV file format.
Here's how:
- Go to Transactions and select Bank transactions.
- Click the New transaction dropdown, then select Upload bank statement.

- Select Drag and drop or select files and choose the file you downloaded from your bank. Then, hit Continue.
- Choose the account you want to upload the transactions into in the Account name dropdown. Then, click Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Choose the transactions you would like to import. Then click Continue.
- Select Yes to confirm.
- Then click Got it.
Once the transactions have been successfully linked to your account, it's time to categorise them by selecting the appropriate category for accurate tracking of your income and expenses.
If you have any further questions about handling bank transactions, feel free to click the Reply button, and I'll ensure a prompt response to your inquiries.