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Buy nowMy account was set up to sync automatically and did so fine 2023-2024. And has also from March 2025 through today. Only January and February 2025 are missing. And I certainly made transactions in those months. I do not reconcile my QuickBooks periodically through the year as I should. I am doing them now for all of 2025 at once.
Hello there, @Firstandtenhotsauce. The Update button retrieves today's transactions and recent ones as permitted by the bank, but it doesn't access older data.
To find missing items, check your Pending, Posted, or Excluded tabs using the date filter. If they remain missing, download a CSV file from your bank's website and import them into QuickBooks Online (QBO).
Here's how:
You may also want to consider our QuickBooks Live Expert Assisted service. Our team can help you in managing transactions.
If you have any additional questions or need clarification, leave a comment below.
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