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jumpercandy2014-
Level 1

Im missing months on my bank transactions how can i link a few months?

my transactions start in june and then skip to october im missing july august and september...any help would be greatly appreciated
4 Comments 4
Jelayca V
QuickBooks Team

Im missing months on my bank transactions how can i link a few months?

Hi there, jumpercandy2014. I would like to provide some insights on the matter at hand. 

If you are unable to locate your recently downloaded transactions or if they are not appearing in your account, don't worry. Here's what you can do to find them:

 

Firstly, try updating your account. To do this, follow the steps below: 

 

  1. Go to Transactions, then Bank transactions.
  2. Select Update.

 

You can continue working while the update is in progress. Once it is completed, check the Banking menu again. The missing transaction should be in the For review section. 

 

If the transaction is still missing, you can check other areas of the Banking menu. Follow these steps: 

 

  1. Go to Transactions, then Bank transactions. 
  2. Select the tile for the bank or credit card account you downloaded the transaction from.

 

Additionally, you may also want to check your account history and uncategorized accounts. 

If the issue persists, as a workaround, you can manually upload them into QuickBooks Online (QBO) to ensure that they are recorded properly. This method provides a viable solution to maintain the accuracy and completeness of your financial records in QBO, in spite of any technical or connectivity problems.

 

For a more detailed step for this, check out this article: What to do if you can’t find downloaded transactions in QuickBooks Online

 

Moreover, here is an article you can check to learn what to do if you see error messages or don't see recently downloaded bank transactions also, learn how to review downloaded bank and credit card transactions in QuickBooks Online: 

 

 

Keep me posted on how it goes. If you have other transaction concerns, please don't hesitate to comment below. I'll be glad to help. Take care always.

AnaPhotos1
Level 1

Im missing months on my bank transactions how can i link a few months?

I have the same missing months. What can I do ?

4Gal
Level 11

Im missing months on my bank transactions how can i link a few months?

@AnaPhotos1 

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

 

Erika_K
QuickBooks Team

Im missing months on my bank transactions how can i link a few months?

I've got the steps to locate your missing transactions from your bank, Ana. 

 

QuickBooks Online (QBO) automatically downloads banking data the first time you connect an account. Some banks provide information for the previous 90 days others can go back for 24 months.


For locating the missing transactions, we can find them by manually updating the account associated with it. We can follow the steps provided by my colleague Jelayca V to accomplish this.

 

If you've followed the process mentioned above, but still have the same result, we can perform some troubleshooting steps to identify if this is a browser-related issue. 

 

To get started, we have to open your QuickBooks Online (QBO) account on an incognito window. Doing so will prevent the browser history from being saved. 

 

Please refer to the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

In the meantime, read this article to learn what to do if you encounter error messages or don't see recently downloaded bank transactions in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

Let me know if you have additional concerns about finding your missing transactions in QBO, I'll be around to guide you. Stay safe! 

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