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ehodge2008
Level 1

3 months of transactions missing how to fix

Missing transactions
2 Comments 2
Maybelle_S
QuickBooks Team

3 months of transactions missing how to fix

Glad to have you here in the Community, @ehodge2008.

 

Performing the basic banking troubleshooting steps can help import your bank transactions to QuickBooks.

 

If you’re using a CSV file to bring in the data, let’s double-check the file format and make sure to either use a 3-column or 4-column template. Aside from this one, review the transactions to see if there are special characters added.

 

These symbols will cause some issues when transferring the data. If you find some, remove them and then try importing the transactions.

 

For tips on how to successfully import bank entries, check out the Import bank transactions using Excel CSV files article.

 

If you mean by your bank not automatically downloading the data, let’s perform a manual update to re-establish the online banking connection.

 

  1. Go to the Banking menu on the left panel to choose the Banking option.
  2. These actions will open the Bank and Credit cards page.
  3. From there, tap the Update button.
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

Next, check if the Blue Tile increases for your bank. If nothing new downloaded, the issue could be on the bank’s website.

 

To fix the issue, I suggest following the recommended steps in the what to do if bank transactions won’t download or there's a bank error article. Then, proceed directly to Step 2.

 

Please know that I'm one post away if you have other questions. I'm always here to help. Take care!

Maybelle_S
QuickBooks Team

3 months of transactions missing how to fix

Hi, @ehodge2008.

 

Hope you’re doing great. I wanted to see how everything is going about the missing transactions you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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