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fredsplace2016
Level 1

I'm missing transactions from May to Dec. however the deposits and tax payments are all there. How do I get them downloaded into quickbooks?

 
4 Comments 4
Rasa-LilaM
QuickBooks Team

I'm missing transactions from May to Dec. however the deposits and tax payments are all there. How do I get them downloaded into quickbooks?

Thank you for visiting the Community today, fredsplace2016.


Let’s get your previous transactions (May to December) downloaded into QuickBooks Online (QBO). We’ll have to manually upload them into your company to accomplish this task.


Before performing this process, you’ll have to know the date of the oldest existing entry recorded in the account to prevent duplication. Then check with your Financial Institution (FI) to see if you can get the transactions for the period mentioned above.


If they can provide the bank data, download them using a CSV file. Once you have all the information handy, follow the steps below to import them.

 

  1. In QuickBooks Online, navigate to the Transactions or Banking menu on the left panel.
  2. Head to the Banking tab and click the Blue tile icon to select the account you’re working on.
  3. Then click the Link account drop-down and choose Upload from file to open the Import bank Transactions screen.webcon.png
  4. Go to the Manually upload your transactions section and tap the select files link.webcon.1.png
  5. Select Browse and pick the file you downloaded from your Financial Institution (FI).
  6. Tap Next and press QuickBooks account drop-down to the account you want to upload the transactions.
  7. Click Next and follow the onscreen steps to complete the import process.


For more details, see the following article:  Manually upload transactions into QuickBooks Online. It includes instructions on how to bring your bank data if the account is not connected to the bank feeds.


Additionally, the links below contain solutions on how to resolve upload bank issues. Also, learn about the support CSV file format and steps to classify transactions.

 


Reach out to me again if you have other banking concerns. I’ll be around to assist further. Have a great rest of the day.

Fiat Lux - ASIA
Level 15

I'm missing transactions from May to Dec. however the deposits and tax payments are all there. How do I get them downloaded into quickbooks?

@fredsplace2016 

Another option, utilize MT Online as the workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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

 

fredsplace2016
Level 1

I'm missing transactions from May to Dec. however the deposits and tax payments are all there. How do I get them downloaded into quickbooks?

Thank you so much!!!!  Your help is very much appreciated!  It worked!

GebelAlainaM
QuickBooks Team

I'm missing transactions from May to Dec. however the deposits and tax payments are all there. How do I get them downloaded into quickbooks?

Thank you for providing us an update, @fredsplace2016.
 

We're glad to provide the right information to get you going. Our goal is to ensure that you can successfully import your transaction.
 

Please contact us if you have any additional questions or need some QuickBooks tips. We'll always be there for you. Have a wonderful day!

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