Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Bank Transactions not imported for 3 months in QBs Online, then resumed. Would like to add them to register manually and have questions in this regard.
Solved! Go to Solution.
Welcome to the Community, @Lj0552.
Let me help you add past transactions manually in QuickBooks Online.
Before doing so, I would like to know when did you connect your bank account? When you connect a bank account to QuickBooks Online, some banks will allow QuickBooks to download as far as 90 days before.
Also, make sure to know the date of the oldest existing transaction currently in the account to avoid duplicates.
Here's how to check:
To enter past transactions to QuickBooks Online, manually upload them to QuickBooks Online. Follow the steps below:
Here is an article for the detailed steps: Manually upload transactions into QuickBooks Online.
For future reference, you can read this article to help you resolve the issue if your bank is not downloading transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Feel free to comment below if you have questions about manually uploading transactions to QuickBooks Online. I'm always here to help. Have a great day.
You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.
https://www.moneythumb.com/?ref=110
Welcome to the Community, @Lj0552.
Let me help you add past transactions manually in QuickBooks Online.
Before doing so, I would like to know when did you connect your bank account? When you connect a bank account to QuickBooks Online, some banks will allow QuickBooks to download as far as 90 days before.
Also, make sure to know the date of the oldest existing transaction currently in the account to avoid duplicates.
Here's how to check:
To enter past transactions to QuickBooks Online, manually upload them to QuickBooks Online. Follow the steps below:
Here is an article for the detailed steps: Manually upload transactions into QuickBooks Online.
For future reference, you can read this article to help you resolve the issue if your bank is not downloading transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Feel free to comment below if you have questions about manually uploading transactions to QuickBooks Online. I'm always here to help. Have a great day.
You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.
https://www.moneythumb.com/?ref=110
Thank you so much! This was helpful. However, I had to get an app to convert the file to CSV as the bank did not give the option to convert from pdf.
Thank you so much! This was helpful. However I had to get an app to convert the file to CSV as bank did not give option to convert from pdf.
Thank you so much! I had to get an app to convert the file to CSV as the bank did not give the option to convert from pdf.
I'm encountering a similar issue. Transactions from one of my accounts are missing between mid-June and mid-October, while for the other account, transactions are absent after mid-June until January. Unfortunately, my bank account doesn't offer the option to export CSV files for transactions older than 60 days. This situation is incredibly frustrating!
Hi there, @MN2021CA.
I can see that this is a duplicate post. My colleague already responded to your concern about your missing transactions in QuickBooks Self-Employed. You can reply to her through this link so we'll be able to assist you further: https://quickbooks.intuit.com/learn-support/en-us/banking/re-why-are-transactions-missing-from-my-co...
The QuickBooks Community team is always here to help if you have any other concerns or follow-up questions. Have a good day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here