Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
You can recover the 3 months' transactions by importing these into QuickBooks Online (QBO) using CSV format, @marin_u. Allow me to share this with you.
To begin with, the most common reason for missing transactions is a connectivity issue between your bank and QuickBooks. When the connection is disrupted, data synchronization may fail, resulting in missing entries.
To retrieve your missing transactions for 3 months, you'll have to download these to your bank's website. Follow your bank's instructions on how to download CSV files of your transactions to your computer.
Once you have the file, you can now import the transactions into QBO.
Here's how:
- Log in to your QuickBooks Online account to your web browser.
- Go to the Bank transactions menu.
- Select the drop-down beside the Link account,then choose Upload from a file.
- Select Drag and drop or select files and choose the file you downloaded from your bank. Then, hit Continue.
- Choose the account where you want to upload the transactions. After that, click on Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then tick Continue.
- Choose the transactions you would like to import, and then click Continue.
- Once done select Yes, then hit Done.
After successfully importing your transactions, you can now categorize transactions in QuickBooks Online.
Before we wrap up, I suggest you explore QuickBooks Live Expert Assisted. This service connects you with QuickBooks experts who can help maintain accurate books and keep your records up-to-date, potentially saving you time and effort in managing your finances.
If you need additional help with your missing bank transactions in your QuickBooks account, just hit the Reply button below. I'll keep my notification on. You have a good day.
