cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
anakru
Level 1

I am missing 2 months of transactions from my bank - how do I retrieve?

I synced up my bank account to QuickBooks. However, when I run the update, I am getting new transactions but am always missing Feb and March 2022. How do I get these please?
4 Comments 4
Fiat Lux - ASIA
Level 15

I am missing 2 months of transactions from my bank - how do I retrieve?

Download any file formats (e.g qbo, csv) from your bank and import it manually. Otherwise, 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

 

Ethel_A
QuickBooks Team

I am missing 2 months of transactions from my bank - how do I retrieve?

Thank you for posting here in the Community, @anakru.

 

I'm here to help you retrieve the missing transactions from your bank.

 

Connecting your bank to QuickBooks Online automatically downloads the latest transactions from the last 90 days. Since you want to get the transactions from last February and March, which is beyond 90 days, you can manually upload the transactions. I'll walk you through the steps.

 

Here's how:

 

  1. From the left menu, select Bookkeeping Transactions, then select Bank transactions.
  2. Choose the blue tile for the account you want to upload the transactions.
  3. Click Upload from file from the dropdown menu next to the Link account▼.
  4. Select Browse and then choose the file you downloaded from your bank. Then select Next.
  5. In the QuickBooks account ▼ dropdown, click the account where you want to upload the transactions. Then select Next.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  7. Choose the transactions you would like to import. Then select Next.
  8. Hit Yes.
  9. Then, click Let's go.

 

Also, I recommend checking more information to manually import transactions from your bank or credit cards into QuickBooks Online.

 

Then, it's time to categorize and match your transactions now that they are in QuickBooks. After you review the transactions, they will show to your accounts.

 

Let me know how it goes by clicking the Reply button below. I'll be around to help if you have any other questions about downloading bank transactions. Have a good one.

forerivergallery87
Level 1

I am missing 2 months of transactions from my bank - how do I retrieve?

I am having this same issue. For some reason my bank account stopped linking in July and when I re-connected and I refreshed I am now missing end of July to end of Sept. The steps you provided do not match my screen options. Is there a way to adjust the 90 day import.

ChristineJoieR
QuickBooks Team

I am missing 2 months of transactions from my bank - how do I retrieve?

Hello there, @forerivergallery87.

 

I understand you need to retrieve missing data on your banking transaction in QuickBooks Online. Is that correct? I'm here to share details about this matter. 

 

Since you mentioned that the steps you provided aren't the same on your end, I'll drop some steps from the Business view with corresponding screenshots.

 

1. Click the Banking menu and select Capital.

2. Hit Connect my bank then to set up a banking connection.

3. From the Banking transaction section, choose the Link Account drop-down.

4. Select Upload from the file, then follow the next screen steps provided.

 

 

Furthermore, if you are using QuickBooks Online Accountant, here's how to upload transactions manually.

 

  1. Go to Transactions, then choose the Banking tab.
  2. Hit the Upload Transactions.
  3. Click the rectangular box for Drag and Drop or Select files hit Continue.
  4. start mapping then follow the steps on the screen.

 

Additionally, there isn't an option to adjust importing a file. As stated above, we can only import banking transactions for up to 90 days. 

 

We can also utilize this page to verify the CSV file's format before you transfer transactions to QuickBooks Online: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Let me know if you need more assistance when uploading transactions. I'll be right here to sort things out for you. Have a great time.

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us