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lizpusch-yahoo-c
Level 1

I'm missing several months of transactions from my linked bank account. How can I retrieve these without manually entering them?

 
2 Comments 2
MariaSoledadG
QuickBooks Team

I'm missing several months of transactions from my linked bank account. How can I retrieve these without manually entering them?

Let's make sure to fix your banking issue, lizpusch.

 

This usually happens when the connection between QuickBooks Online (QBO) and your bank is interrupted which causes missing transactions. Before we start, may I know what's the name of your bank?

 

You can update your bank to refresh the connection. Here's how:

 

  1. Go to the Banking menu on the left side.
  2. Select Update.

 

However, if it's still not updating, I encourage you to download your bank transactions and upload them in QuickBooks to keep up with the latest transactions. To give you more information on how to do it, check out this article: Manually Upload Transactions Into QuickBooks Online.

 

In addition, whenever your bank transactions are already downloaded or uploaded, learn how to add and match them with those you've already entered in QuickBooks: Categorize And Match Online Bank Transactions In QuickBooks Online.

 

Let me know if you still need additional assistance when updating your bank. I'd be glad to help.

Fiat Lux - ASIA
Level 15

I'm missing several months of transactions from my linked bank account. How can I retrieve these without manually entering them?

@lizpusch-yahoo-c 

Another option, utilize MT Online or one of the converter tools (e.g csv2qbo).

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

 

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