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Transactions from bank statement not showing in QuickBooks

I have about 30 transactions that show up in my bank statement that don't appear in my Quickbooks. The account is linkned, and I have plenty of transactions before and after this bunch in the middle of June, 4+ months ago. There was a while when I changed my bank password and didn't update it in QBO for a while. I am afraid that my bank won't automatically send the old transactions. How can I get the old transactions? If I can't get them, then how can I manually enter them? 

 

2 Comments
Moderator

Re: Transactions from bank statement not showing in QuickBooks

Hello Nugent Flutes,

 

Automatic updates in the Banking page only downloads the latest transactions. We can update the Banking page manually. It will download up to 90 days worth of transactions.

 

1. In the Banking page, highlight the bank you want to update.

2. Click the Update button and enter your Multi-Factor Authentication (MFA).

3. Click Continue update.

4. Add or match the needed transactions.

 

You can also use a WebConnect file to import your bank transactions.

Then, you can exclude other transactions to avoid duplicates in your register.

 

I'll be right here if you need more help with this.

 

 

ProAdvisor

Re: Transactions from bank statement not showing in QuickBooks

@Nugent Flutes

"If I can't get them, then how can I manually enter them? "

 

In case you can't file upload (CSV or Webconnect QBO), it's very easy to manually enter transactions in QuickBooks Register. For 30 transactions, it should take less than 1-hour to manually enter them in QuickBooks. Here is how:
From the left Dashboard, select Accounting > Chart of Accounts > Select Bank account in question > Click View Register.
Once you're on the bank register, select ADD transaction type under Date column. For example, if you're adding expenses, select "Add Expense" from the drop-down selection and enter information directly from the bank statement. See the screenshot below for reference.

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register.png

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