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Checked QB to make sure all was in order before sending to our accountant. QB shows no bank transactions between 6/1 and 11/21. Any help to get them synced?

 
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Best answer 03-11-2019

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QuickBooks Team

Re: Checked QB to make sure all was in order before sending to our accountant. QB shows no bank t...

Hello, kogarintl.

 

You have the option to manually add then import the transaction to your QuickBooks Online account. First, you'll want to ask from your bank a WebConnect file. Next, download the WebConnect file. Then, add and import them to your account.

 

You can check this article on;

Let me know how it goes. I'd be happy to help!

2 Comments
QuickBooks Team

Re: Checked QB to make sure all was in order before sending to our accountant. QB shows no bank t...

Hello, kogarintl.

 

You have the option to manually add then import the transaction to your QuickBooks Online account. First, you'll want to ask from your bank a WebConnect file. Next, download the WebConnect file. Then, add and import them to your account.

 

You can check this article on;

Let me know how it goes. I'd be happy to help!

Active Member

Re: Checked QB to make sure all was in order before sending to our accountant. QB shows no bank t...

That's what I had to do, and it worked perfectly! I ended up finding an area on my bank's website where I could create a .qbo file for the missing date range and imported it. Your advice was spot on and I appreciate the reply!  - Chris