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abraham-retail
Level 1

I'm trying to reconcile my july statement but june transactions are missing. help?

 
1 Comment 1
Michael K
Moderator

I'm trying to reconcile my july statement but june transactions are missing. help?

Hey there, @abraham-retail. Thanks for reaching out to the Community.

 

I'm happy to help out with your missing transactions issue. I recommend downloading a .CSV or .QBO file to import June's transactions back into QBO. It's super easy and only takes a few moments. Check it out:

 

  1. Go to the Banking menu and select Banking.
  2. Select File upload. If you’ve never connected an account, you can select Upload transactions manually. You can also begin your upload from the Import Data page (select Settings ⚙, under Tools select Import Data, and select Bank Data).
  3. Select Browse and choose the file you downloaded from your bank. If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded.
  4. Select Next.
  5. From the QuickBooks Account drop-down list, select the appropriate bank or credit card account then select Next.
  6. Map the statement fields according to your CSV file format and select Next.
  7. Select the checkboxes of the transactions to import and select Next.
  8. When prompted to import now, select Yes.
  9. Select Let’s go! when the Import completed notification appears.

 

That's it! If you're having issues with formatting, you can take a look at our article on the topic. Please reach out if there's anything else I can do to help, I'm determined to be your number one resource for QuickBooks. Have a wonderful day!

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