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359sparky-gmail-
Level 1

I have finished 2021’s transactions but it wont allow me to see any transactions for 2020. The furthest back it goes is Jan 2021. It seems as though they aren’t transferring from the bank.. Is there anything I can do to fix this?

 
1 Comment 1
TirzahC
QuickBooks Team

I have finished 2021’s transactions but it wont allow me to see any transactions for 2020. The furthest back it goes is Jan 2021. It seems as though they aren’t transferring from the bank.. Is there anything I can do to fix this?

I can feel how you've been through seeing those transactions that you've transferred from the bank. To give you a heads up, QuickBooks will only depend on what and how your bank sends the information, 359sparky-gmail-.

 

When you connect your bank, QuickBooks Self Employed automatically downloads the latest available transactions every night around 10 PM PT. For most banks, transactions are usually available for QuickBooks to download the day after they post to your bank's website. Some may take a little longer depending on your bank. In the meantime, let’s manually upload your transactions to your QuickBooks Online Self Employed account. You can also check this article for more details: Manually upload transactions into QuickBooks Online.

 

You can also update the Banking page manually. This will refresh the connection and download your bank transactions. You can use this link for reference: Download the most recent bank and credit card transactions in QuickBooks Online.

 

You can also browse this article for more information about the issue you're experiencing right now: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

If the same thing happens we can use a CSV file that contains your bank transactions as an alternative. We can import it to QuickBooks Online so you can manage your bank transactions:

 

 

In case you have any other concerns or questions managing your bank transactions, you can always tag me in your reply. I’m always around ready to help you. Keep safe.

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