Imported credit card transactions but for some reason it only imported them through November...it's missing everything before that. How do I import the rest?

snrproductions · ‎February 26, 2022

I tried the update option but that still won't import anything before November. I can't figure out how to get anything prior to November of 2021 to import. I used the credit card all year long so there should be a bunch more transactions showing earlier in the year. Any ideas? Thank you!

SarahannC · ‎February 26, 2022

Hello there. @snrproductions.

I see how important to bring all your bank transactions to QuickBooks. Also, I appreciate you for performing the Update button.

Is this your first time to connect your credit card account to QuickBooks? If so, QuickBooks Online automatically downloads the last 90 days of transactions. Since you need more than 90 days of transactions, you can export additional historical transactions from the bank and upload them into your QuickBooks company.

First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it.

Once done, upload them to your book by following these steps:

Sign to your QBO account and select Transactions on the left panel.
Click the Link account drop-down arrow.
Select Upload from file. Then, click the file you've saved on your computer.

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

Let me know if you have other questions. I'm right here to assist you anytime. Stay safe and have a good one, snrproductions.

View solution in original post

SarahannC · ‎February 26, 2022

Hello there. @snrproductions.

I see how important to bring all your bank transactions to QuickBooks. Also, I appreciate you for performing the Update button.

Is this your first time to connect your credit card account to QuickBooks? If so, QuickBooks Online automatically downloads the last 90 days of transactions. Since you need more than 90 days of transactions, you can export additional historical transactions from the bank and upload them into your QuickBooks company.

First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it.

Once done, upload them to your book by following these steps:

Sign to your QBO account and select Transactions on the left panel.
Click the Link account drop-down arrow.
Select Upload from file. Then, click the file you've saved on your computer.

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

Let me know if you have other questions. I'm right here to assist you anytime. Stay safe and have a good one, snrproductions.

Fiat Lux - ASIA · ‎February 26, 2022

@snrproductions

Another option, utilize MT Online as a 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

snrproductions · ‎February 26, 2022

That did the trick. I didn't realize some credit cards only imported 90 days of data in some situations. Everything else grabbed the entire transaction history but one of my Amex cards only imported the last 90 days for some reason (even though I followed the same steps). I followed your instructions to upload the rest of the transactions and it worked. Thank you!

snrproductions · ‎February 26, 2022

So I thought I was good to go BUT I have a problem now. All the newly imported credit card transactions before November are showing as positive transactions and all the payments are showing as negative but I believe that should be reversed. All the other imported transactions show the inverse of that. How do I reverse the credits into debits and debits into credits in this case? Do I need to go back and delete them and manually change the CSV file and reimport?

MariaSoledadG · ‎February 26, 2022

Let's make sure to correct the correct transactions in QuickBooks Online, snrproductions.

Normally, imported bank transactions depend on how your financial institution shares its data. You can double-check if the information is imported correctly, If not, you can exclude each transaction and delete them. To do this, follow the steps below:

Go to the Banking menu.
From the Banking page, locate the bank account that displays the incorrect list of transactions.
Hover to the For Review tab.
Find and mark the boxes of the downloaded transactions.
Click the Batch Actions drop-down menu.
Choose Exclude Selected.

Once excluded, delete them from the Excluded tab.

From the Excluded section, check the boxes of the transactions you want to delete.
Go to the Batch Actions drop-down menu, and select Delete.
Click Yes to confirm.

Then, start downloading your bank transactions directly from your bank's website. Next, reimport them again. Please read this article for more details: Format CSV Files In Excel To Get Bank Transactions Into QuickBooks.

If you need help categorizing your bank transactions, learn from this article for your guide: Categorize And Match Online Bank Transactions In QuickBooks Online.

Fill me in if you have any concerns about importing bank transactions. Remember, I'll always be right here if you need further assistance.

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Imported credit card transactions but for some reason it only imported them through November...it's missing everything before that. How do I import the rest?