Connected Bank - Only 100 Transactions

joanneyunTGJ · ‎January 14, 2022

Hi - I'm new to QB and just connected my business bank account using the username and password.

I noticed that it is only sending 100 transactions to QB - there should be way more than that (about 3 months worth are missing).

I've tried hitting "Update" and unlinking and relinking the bank account but nothing is helping me get the full range of transactions - each time I only get 100 transactions to feed into QB.

I tried unlinking the bank account, and then manually uploading transactions. But now I'm seeing that every time I do that, it doesn't "delete" the previously automatically-pulled-in transactions so I'm wary of manually uploading part, auto-uploading part.

Any tips?

Fiat Lux - ASIA · ‎January 14, 2022

You can only run the bank feeds to import the last 90 days. Ask the file from your bank or download it from your bank website. Otherwise, you can utilize a 3rd party app to import your bank data. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed

joanneyunTGJ · ‎January 15, 2022

Hey - thank you. I tried uploading the transactions but I realized that all the transactions came out "negative" in Quickbooks, e.g. the payments were coming out as deposits and vice versa.

Should I reverse the values in the XLS file that I'm uploading or is there a setting that can fix this within QBO?

ShiellaGraceA · ‎January 15, 2022

Thanks for getting back to us, @joanneyunTGJ.

Yes, you can correct the transactions and then re-upload them to QuickBooks. Just make sure to categorize them accordingly.

Here's a link for details: Categorize and match online bank transactions in QuickBooks Online.

When you're ready, proceed with reconciling your account. Refer to this article for the step-by-step instruction: Reconcile an account in QuickBooks Online.

Please know that you're always welcome to join us here again if you have follow-up questions or concerns with bank transactions. Take care and have a good one.

joanneyunTGJ · ‎January 15, 2022

When uploading the file, I changed the number format of the Amount from "Currency" to "General" and that fixed the reversed values.

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Connected Bank - Only 100 Transactions