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brian213
Level 1

How do I fix a connected bank account that is missing 6 months of transactions?

I have tried refreshing all accounts. I also tried manually importing a CSV file with the transactions, and received an error message.
2 Comments 2
4Gal
Level 11

How do I fix a connected bank account that is missing 6 months of transactions?

You can use the trial version of csv2qbo converter tool to isolate the problem.

https://www.moneythumb.com/?ref=110

 

IrishNinoJ
QuickBooks Team

How do I fix a connected bank account that is missing 6 months of transactions?

I appreciate you for what you've done on your end, brian213. Allow me to help you find the missing bank transactions in QuickBooks Online Self-Employed (QBSE).

 

If you're connecting your bank for the first time in QBSE, only a limited number of transactions will be downloaded. To access older transactions, you'll need to manually import them using an Excel CSV file and make sure to upload the right format.

 

Disclaimer: The attached link is intended for QuickBooks Online but is still applicable in QBSE.

 

Also, it would be helpful to know the specific error message you encountered while connecting to your bank. Any additional information you can provide would be greatly appreciated.

 

In addition, You can check out this article to learn how to categorize the transactions you download from your bank: Categorize transactions in QBSE.

 

If you have further concerns with your missing bank transactions in QBSE, feel free to come back here in the Community. We're here to assist you 24/7.

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