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There is a gap in reporting transactions of about seven months can you help update ?

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There is a gap in reporting transactions of about seven months can you help update ?

I'm glad you've visited us here in the Community, livedge123.


Let me help you update the transactions in QuickBooks Online (QBO).


From the information you've provided, it sounds like you've connected a bank account into QuickBooks Online and you need transactions of about seven months. If this is the case, you have to manually upload the bank transactions into QBO.


When connecting your account for the first time, QuickBooks downloads the last 90 days of transactions. Since you need more than 90 days worth of transactions, you can export them from the bank and upload into QuickBooks.


You'll want to contact your financial institution and check if they offer a WebConnect file. If so, let's go ahead and sign into your bank's website and follow the online process for downloading transactions.


Once you're ready, then let's upload the file to your company. Here's how: 

  1. Go to Banking on the left panel.
  2. Choose Banking at the top then click File Upload. If you’ve never connected an account, select Upload transactions manually at the bottom of the screen.
  3. Click Browse and choose the file you saved.
  4. Click Next.
  5. From the QuickBooks account drop-down, select the account you want to upload the bank data and then click Next.
  6. Note: If you don't have accounts set up yet, select Add New then add an account. If you're uploading a CSV file, you're prompted to select columns from the CSV file that match QuickBooks Online banking fields. Then, click Next when you're done.
  7. Select Let's go! or Finish depending on what you see.

Check out this article for the detailed steps: How to upload more than 90 days of bank transactions.


If your situation doesn't match what is being discussed above, I would appreciate if you could provide more details. I'm here to help. Have great day.

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