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Mariwesty
Level 2

Bank data not transferred

There are 3 months of transactions that did not transfer from my credit card to my QB self employed. From 8/2021 - 11/2021. But 12/2021 did transfer over. How can this be fixed? I tried refreshing and reconnecting my bank 

2 Comments 2
Angelyn_T
QuickBooks Team

Bank data not transferred

  I appreciate you for reaching out to us here in the Community, @Mariwesty.

 

I can see a duplicate post of your concern, and the other one was already answered by my colleague GlinetteC. To check for her reply, you can open this link: https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/re-how-do-i-transfer-my-data....

 

For more tips, while working with your banking entries in QBSE, you can also check out the resources from this link: Find help with bank feeds and reconciling accounts.

 

If you have any other QuickBooks or banking questions in the future, please feel free to leave a comment below. I'm just a post away to help. Have a good one!

Fiat Lux - ASIA
Level 15

Bank data not transferred

@Mariwesty 

Another option, explore MT Online. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

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