Let me provide insights on how data entries work in QuickBooks App. I've also got instructions to ensure your last year's data appears on the program smoothly.
First off, may I know what transactions you're referring to? This information will help me identify any reported issues related to your experience.
For bank transactions, when your connect your bank and credit card accounts for the first time, some financial institutions allow you to download transactions from the last 90 days, while others can go back as far as 24 months. If you need to get the older transactions, you'll have to manually upload them by logging in through a web browser.
If you mean sales transactions, you'll have to ensure that you've filtered the correct date so you'll see the data you need. If the issue persists, you can refresh your data in the QB mobile app to see the latest information. Here's how to do it on different mobile operating systems:
iOS:
- Go to Settings, then tap General.
- Tap iPhone Storage, then tap the QuickBooks Online app.
- Tap Offload App. This will free up the storage without deleting your app's documents and data.
Android:
- Go to Menu ☰, then tap More Options ⋮.
- Tap Settings, then Refresh Data.
- Tap YES to confirm.
If it doesn't fix the problem, we can also uninstall and reinstall the mobile app to start over fresh.
Additionally, QuickBooks automatically downloads the most recent transactions and matches them to the ones you've already recorded. Just visit this article for reference in reviewing your synced transactions: Categorise and match online bank transactions In QuickBooks Online.
I'm always around and ready to help if you have more questions about managing your bank transactions in QBO. Just click the Reply button to add your comment so I can assist you further. Keep safe!
