I've got the steps to address your six months' worth of missing transactions, yost.
QuickBooks Online (QBO) automatically downloads your bank transactions when you link your account. However, the information imported into our system depends on the data your bank shares with us. In case of any missing transactions, you can easily download a CSV file from your bank and manually upload it into our system. Here's how:
- Sign in to your bank or credit card's website.
- Follow your bank's instructions on how to download CSV files of your transactions to your computer. Every financial institution has different steps.
- Make sure the date range for the download is at least one day before your oldest transaction.
- Download your transactions. Save the file somewhere you can easily find.
Once done, you can manually upload the transaction into QBO. Refer to the steps below:
- Go to Banking, then select Bank Transactions.
- Choose the blue tile for the account you want to upload the transactions into.
- Click the Link account dropdown and then Upload from the file.
- Select Drag and Drop or select Files, and then choose the file you downloaded from your bank. Then, hit Continue.
- In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, select Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, click Continue.
- Choose the transactions you would like to import. Tap Continue.
- Select Yes. Then, when you've accepted your transactions, hit Done.
Check out this link for further information about manually uploading data to QBO: Manually upload your transactions, receipts, and bills into QuickBooks Online.
Moreover, I'll add this article to help you review your accounts to ensure they match your bank and credit card statements: Reconciling in QuickBooks Online.
Post a comment below if you have follow-up questions about managing missing bank transactions in QBO. I'll be here to assist you.
