Thanks for posting here, nextlevelpaint12.
Let me help you with the missing transactions.
First, we can manually download your latest transactions by updating your Banking.
If there's a message about additional authentication, simply follow the onscreen instructions.
Also, you'll want to check your bank's website to see if they are having issues or system maintenance. That will result in connections issues and transactions won't download. Log in to their website and look for alerts or notifications.
In addition, you'll need to update your bank info in QuickBooks if you recently changed something on your bank’s website.
Please check the Step 3 section of this article: What to do if you see a bank error or can't download transactions. This will show you how to fix if you encountered banking errors.
Click the Reply button and leave a message again if you have more questions. Wishing you all the best!
Thanks for your reply. I've updated the connection to the bank. The dates that are missing are from Jan. 9 to April 30. Maybe QB disconnected from the bank, and many banks only update back for a 90 day period. Should I do a manual download from the bank even though all the bank transactions are listed in the QB Register? I don't want to duplicate those transactions in the Register, but I do want them to show up in the Banking Transaction list.
Thank you for the additional details. Let me continue to guide you.
I would suggest not uploading the transactions again because they are already in your register. Yes, there is a possibility that the account was disconnected in the past that's why you lost the transactions. However, please note that QuickBooks cannot disconnect an account on its own.
Feel free to reach back out if you have other questions about online banking. Have a good one!
Thanks for the reply, nextlevelpaint12.
You can manually upload a file for the Jan to April transactions. Then, let's match them to the ones on your register so it won't cause duplicates and discrepancies.
The supported file formats are QBO, CSV, and QFX. You can get it from your bank's website. Please check the detailed steps in these articles:
Keep on posting if you have more questions. We'll respond as soon as we can.
My bank transactions from Jan 9 to April 30 are in the Register but are not visible in Banking Transactions (Not in For Reviewed, Categorized, Excluded). JessT. said NOT TO manually load the bank transactions because then I would have DUPLICATES in the Register - now Alex V says to manually upload the transactions.
What steps do I take to make sure I don't duplicate Register transactions and update the Banking Transactions?
Below are the two replies, and a screenshot of the missing transaction dates (Jan. 9 to April. 31).
Thanks for getting back to us and providing screenshots, nextlevelpaint12.
For the transactions to show up on your banking, you can upload them manually so it will appear on the For Review tab. That's the way it will appear on the For review tab. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:
You follow these steps in uploading the file:
Once done, you can go back to your Banking menu to match and categorize the transactions.
Keep me posted if you have any additional banking concerns. I'm just a click away.