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cake-veganbakery
Level 1

I have a gap of time in 2022 where transactions weren't automatically uploading. Is there an easy way to get transactions from 2022 to upload?

 
2 Comments 2
JamaicaA
QuickBooks Team

I have a gap of time in 2022 where transactions weren't automatically uploading. Is there an easy way to get transactions from 2022 to upload?

We can manually import your transactions to QuickBooks Online, @Cake. I'm happy to walk you through the process to ensure you get to link the transactions that weren't uploaded in 2022.

 

If the transactions you'd like to import are older than 90 days, we can manually upload them to the program. Just make sure to check the format of the CSV file you got from your bank. This way, we can avoid any issues when mapping them.

 

 

Once they've been verified, let's start uploading them by following these steps:

 

  1. Go to the Banking menu, then select Transactions.
  2. Under Link account, click Upload from file.
  3. Press Select files and locate the CSV file.
  4. Tap Continue.
  5. Follow the onscreen steps.

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Here's an article you can read to learn more about importing transactions: Manually Upload Transactions into QuickBooks Online.

 

After that, you can use this article to review and put them into the correct accounts: Categorize and Match Online Bank Transactions in QuickBooks Online.

 

Lastly, you can reconcile your accounts to balance and match your bank statements: Reconcile an account in QuickBooks Online.

 

Please comment below if you need further help with your bank transactions. I'm always right here to help you anytime. Stay safe.

Fiat Lux - ASIA
Level 15

I have a gap of time in 2022 where transactions weren't automatically uploading. Is there an easy way to get transactions from 2022 to upload?

@cake-veganbakery 

Use MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

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

 

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