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Firstandtenhotsauce
Level 1

I am a bit confused as my bank transactions Jan & Feb 2025 have not synced And do not show up in qb. I have tried hitting the syncing button, no luck. Ideas?

My 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.

2 Comments 2
GenieBabe_L
QuickBooks Team

I am a bit confused as my bank transactions Jan & Feb 2025 have not synced And do not show up in qb. I have tried hitting the syncing button, no luck. Ideas?

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:

 

  1. Go to All apps and then Accounting tab.
  2. Select Bank transactions.
  3. Click the dropdown next to Link account and choose Upload from file.


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.

GenieBabe_L
QuickBooks Team

I am a bit confused as my bank transactions Jan & Feb 2025 have not synced And do not show up in qb. I have tried hitting the syncing button, no luck. Ideas?

Hi @Firstandtenhotsauce,

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

 

Please let us know if everything is now working as expected or if you’re still experiencing any problems.
We’ll be glad to assist further if needed.

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