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texasstatebuilds
Level 1

I have 2 days of missing bank transactions (Capital One) How do I transfer or download those to qbo?

 
5 Comments 5
RaymondJayO
Moderator

I have 2 days of missing bank transactions (Capital One) How do I transfer or download those to qbo?

 

Hello there, texasstatebuilds

Let’s make sure you’re able to download your two days worth of missing Capital One bank transactions to QBO.

To help fix this, you can manually update your bank account. This way, it will download any new transactions listed within the previous 90 days. Here’s how:

 

  1. Go to the Banking tab from the left menu.
  2. On the Banking page, select Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials.
  4. Select Continue update.
  5. You’re notified when the update is complete. It will show the date of last update and the total number of transactions.

 

If your two days worth of bank transactions are still missing, I’d suggest using the WebConnect process. Here are the steps:

 

  1. Log in to your bank website.
  2. Select the date range of transactions you want.
  3. Select an approved file type (CSV, OFX, etc).
  4. Download the file to your computer.
  5. Log in to your QBO account.
  6. On the Banking page, click the Upload button.
  7. Browse your computer for the bank file and select.

 

If you’re receiving an error while downloading your bank transactions, you can visit this article to help fix it: Steps to Resolve Banking Errors.

 

Keep me posted how the steps above work on your end, texasstatebuilds. Just drop a comment below if you have other online banking concerns. Rest assured, I’ll be here to help.

 

stumped
Level 2

I have 2 days of missing bank transactions (Capital One) How do I transfer or download those to qbo?

Hi I read your response about another situations similar to mine, how ever I still ave questions. Hoping you can help. I am trying to reconcile my January Amex account and I am missing dates from the 23rd-27th. If I do a web download from Amex, will it duplicate all my other transactions that I already have?

David-212915
QuickBooks Team

I have 2 days of missing bank transactions (Capital One) How do I transfer or download those to qbo?

Thanks for posting in the Community, @stumped. I'd be glad to help with your missing January transactions.

 

Just to clarify, are you referring to using WebConnest to import the transactions? If so, you should be able to select the date range of the transactions that you're downloading from Amex's website. I've included a screenshot to serve as an example:

 

4.30A GIF

 

This will help to reduce any chance of duplicate transactions. For additional information on using the WebConnect feature, such as accepted file formats, I recommend the following article: How to upload more than 90 days of bank transactions.

 

Additionally, since you're reconciling, I wanted to take a quick moment to reference the Reconcile Hub. Here you can locate multiple articles to help with every step of the process, such as correcting balances or fixing interest charges. 

 

That's it. I'm sure you'll have the transactions imported and the account reconciled in no time. 

 

If I can be of further assistance, please feel free to let me know. Have a wonderful day.

stumped
Level 2

I have 2 days of missing bank transactions (Capital One) How do I transfer or download those to qbo?

That worked perfectly!!!

 

Thank you soooo much!!!

 

:)

David-212915
QuickBooks Team

I have 2 days of missing bank transactions (Capital One) How do I transfer or download those to qbo?

You're most welcome, @stumped. I'm glad to hear that it worked perfectly for you!

 

The Community has your back and is always here. Cheering you to continued success. 

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