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Join nowLet's add those missing transactions to your QuickBooks Online (QBO) account, @jcdavishair.
Can you tell us which bank has missing transactions? That'll help us check to see if there's an ongoing issue with it.
In the meantime, you can add those missing transactions through the WebConnect process. You’ll have to manually download the transactions from the bank. Then, upload the file to your account.
Download bank transactions:
To upload the file to your QuickBooks account:
Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can now categorize and then reconcile the transactions.
Let me know if there’s anything else that I can assist about your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!
Alrighty, I just did an upload of the transactions and it has uploaded the spent and received amounts in the wrong way. The "spent" was uploaded in the received column and "received" was uploaded in the spent, so my numbers are completely out of whack now. how do I fix this?
Thanks for coming back for more support, @jcdavishair. I can help you correct those manually uploaded bank transactions.
First off, we'll need to remove those transactions. Then, reupload them with the correct debit and credit mapping.
Here's how to eliminate the journal entry from your registers:
Once done, re-import a .csv file using either a 3-column or 4-column format. A 3-column format must have a Date, a Description and the Amount of the transaction. A 4-column has a Date column, a Description column, and both a Credit and a Debit column.
You can follow the CSV format sample in these help articles:
Here's an article that will guide you in matching and categorizing your bank transactions to make sure they're added to your books.
Let me know if you still need more help with importing bank transactions, @jcdavishair. I'd be glad to assist you again.