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hfad117
Level 2

Does anybody know how to retreive missing banking inputs?

missing banking info from 07/09/2021 through 08/23/2021
Solved
Best answer November 28, 2021

Best Answers
ShiellaGraceA
QuickBooks Team

Does anybody know how to retreive missing banking inputs?

Thanks for visiting us here, @hfad117.

 

Let me share the steps on how you can manually download missing bank transactions into QuickBooks.

 

Here's how:

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions for how to download CSV files of your transactions to your computer.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.
  5. Go to QuickBooks and then the Banking menu. Select the bank account.
  6. Click Upload from file. Follow the rest of the steps to complete.

 

Want details? Check out this guide: Manually upload transactions into QuickBooks Online.

 

From there, you're now ready to reconcile your account.

 

Still have questions? Feel free to drop them below and I'll be happy to answer them for you. Take care and have a good one.

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4 Comments 4
ShiellaGraceA
QuickBooks Team

Does anybody know how to retreive missing banking inputs?

Thanks for visiting us here, @hfad117.

 

Let me share the steps on how you can manually download missing bank transactions into QuickBooks.

 

Here's how:

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions for how to download CSV files of your transactions to your computer.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.
  5. Go to QuickBooks and then the Banking menu. Select the bank account.
  6. Click Upload from file. Follow the rest of the steps to complete.

 

Want details? Check out this guide: Manually upload transactions into QuickBooks Online.

 

From there, you're now ready to reconcile your account.

 

Still have questions? Feel free to drop them below and I'll be happy to answer them for you. Take care and have a good one.

Fiat Lux - ASIA
Level 15

Does anybody know how to retreive missing banking inputs?

@hfad117 

Utilize MT Online as a workaround. 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

 

hfad117
Level 2

Does anybody know how to retreive missing banking inputs?

I can’t find the upload files button 

hfad117
Level 2

Does anybody know how to retreive missing banking inputs?

Got it

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