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daniel787mitchel
Level 1

I am missing a significant amount of transactions in my Quickbooks account from my linked bank account. Does anyone know how to correct this?

 
1 Comment 1
RenjolynC
QuickBooks Team

I am missing a significant amount of transactions in my Quickbooks account from my linked bank account. Does anyone know how to correct this?

Hello daniel787mitchel,

 

If this is the first time you've connected the bank account, then the historical transactions that are imported defaults to 90 days.

 

Otherwise, update the bank by going to the Gear > Bank Accounts > Refresh all. Please see this sample screenshot as a visual guide:

 

 

Once done, if your transactions are still missing, you'll want to use the Import Transactions option by following these steps:

 

  1. Go to the Gear Imports.
  2. Select the Import older transactions link of the bank account where you want to upload the transactions.
  3. Follow the on-screen instructions and select Import once you're finished importing your data.

I'm including this article for reference: Import transactions from other sources.

 

Please let me know if your transactions are update or you have other questions. Thanks.

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