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ryan7075-att-net
Level 1

My bank account isnt showing transactions from last year. I tried updating and recconecting. And it didn't work. What can I do?

I have 6 accounts linked to it and it's not connecting at all for transactions for last year. Only this year
1 Comment 1
JoesemM
Moderator

My bank account isnt showing transactions from last year. I tried updating and recconecting. And it didn't work. What can I do?

I appreciate you for performing the troubleshooting steps to download your bank transactions to QuickBooks. I'm here to take care of your banking concern today, @ryan7075-att-net.

 

Since you're unable to get your bank transactions from last year, you can import them via CSV file. Once you've gathered the data, check the format of the file. Each bank formats CSV files differently. This means you may not be able to import CSVs from certain banks.

 

Here's how:

 

  1. In the left menu, click Banking and go to the Banking menu.
  2. Choose 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. Pick 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 Open, then select Next.
  5. From the QuickBooks Account drop-down list, select the bank or credit card account then select Next.
  6. Choose a Datedate formatDescription, and AccountNote: You can choose 1 column or 2 columns.
  7. Hit Next.
  8. Select the checkboxes of the transactions to import and select Next then Yes.
  9. Select Let's go! when the Import completed notification appears.

 

To learn more about importing bank transactions, check the below articles:

 

 

Also, may I ask what bank are you currently using? Knowing this would allow me to dig further for possible open investigations concerning your bank specifically.

 

Additionally, here are some resources that you can browse to help categorize and manage your online banking transactions:

 

 

Don't hesitate to let me know if you have any other questions by dropping a comment below. I’m here whenever you need me. Take good care, @ryan7075-att-net.

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