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MrsG0703
Level 1

I am missing 2 months worth of transactions July-Oct

 
2 Comments 2
4Gal
Level 11

I am missing 2 months worth of transactions July-Oct

You can use the trial version of a converter tool (e.g csv2qbo) as a workaround.

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

 

Shania_C
QuickBooks Team

I am missing 2 months worth of transactions July-Oct

Hi there, @MrsG0703.

 

Allow me to share some insights about your concern about missing 2 months' worth of transactions July-Oct in QuickBooks Online.

 

To clarify, if you're referring to the missing bank transactions, I can assist you with that. However, if you have inquiries about other transactions, please provide us further details that would be highly appreciated.

 

To find any missing transactions that you may have downloaded from your online bank or credit card account, you will first need to connect your online bank and credit card accounts to QuickBooks Online. QuickBooks Online automatically downloads past transactions up to a certain date and then continues to download the latest transactions every night.

 

If you are unable to locate transactions that you recently downloaded, or if you are not seeing any new ones, you should check different areas of your accounts to find any missing transactions.

 

Step 1: Get the latest transactions.

If you don’t see a transaction you expect to see, manually download the latest ones available.

 

Step 2: Check around the Banking menu.

If you still can’t find the transaction, it may be stuck somewhere around the Banking menu.

 

Step 3: Review your account history.

If you’re looking for an older transaction, review the account's history.

 

Step 4: Check your uncategorized accounts.

If you don’t categorize transactions into specific accounts, QuickBooks puts them into the Uncategorized Income or Uncategorized Expense account. Your missing transaction may be there. 

 

For a more detailed step for this, check out this article: What to do if you can’t find downloaded transactions in QuickBooks Online

 

Moreover, here is an article you can check to learn what to do if you see error messages or don't see recently downloaded bank transactions also, learn how to review downloaded bank and credit card transactions in QuickBooks Online: 

 

 

Keep me posted on how it goes. If you have other transaction concerns, please don't hesitate to comment below. I'll be glad to help. Take care always.

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