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Buy nowI understand the importance of keeping track of your transactions in QuickBooks Online (QBO), richardiproperty. Let me help you sort this problem out and get you back on track.
QuickBooks Online downloads past transactions up to a certain date when you first connect your online bank and credit card accounts. It's also important to note that QBO won’t download pending transactions. It only downloads transactions when they’re no longer pending and are officially posted on the bank site.
Here are three areas in your account that we can check to find missing transactions you recently downloaded:
If you find your missing transactions, but they're in the wrong account, follow the steps in this article to unmatch them and move them to their appropriate accounts.
We also have the option to manually download your transactions to QBO. To do that, we need to request the transaction information or bank statement in CSV or QBO file format from your bank. After doing this, we can manually upload it.
Here are the steps to follow:
I'll also include these helpful resources for additional reference:
In the event that you face issues when manually uploading bank and credit card transactions into QuickBooks Online, you can refer to this article for future reference: Fix bank upload errors in QuickBooks Online.
Don't hesitate to comment on this thread for updates, and queries on bank transactions and other QuickBooks-related matters. I'll be keeping an eye out. Have a good one!
You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.
https://www.moneythumb.com/?ref=110
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