Hello there, Veciana. I'm here to guide you on how to get the missing transactions in QuickBooks Online.
If you receive an alert to resync your account, it may indicate that the connection was interrupted. In this case, you can follow the instructions in the alert to resync your account. Afterward, you can refresh your bank or credit card account connection by manually clicking the Update button in the Bank Transactions tab. This will automatically download all available transactions.
On the other hand, it's important to note that some banks allow QuickBooks to download transactions for up to 90 days, while others may go back as far as 24 months. If there are still missing transactions after updating your bank account, you may need to import them manually into the program. To do this, you'll need a CSV file of these transactions from your bank. Once you have the file, follow the steps below to import it:
- Go to Transactions, then select Bank Transactions.
- Select the blue tile for the account you want to upload the transactions into, then click the Link account dropdown and select Upload from file.
- Select Drag and drop or select files, then choose the file you downloaded from your bank, and click Continue.
- In the QuickBooks account dropdown, select the account you want to upload the transactions into, then click Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then select Continue.
- Select the transactions you like to import. Then select Continue.
- Click Yes, then Done.
Moreover, you can visit this article to fix specific banking errors when you encounter them: What to do if you get a bank error or can't download transactions in QuickBooks Online.
For future reference, here are some great resources to make your accounts accurate and balanced:
Keep in touch if you have other concerns connecting your account and importing missing transactions in QuickBooks. I'll get back to you right away to assist you. Stay safe and healthy.
