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floydp45
Level 1

My credit card transactions are not all coming through from my bank

 
8 Comments 8
Fiat Lux - ASIA
Level 15

My credit card transactions are not all coming through from my bank

Is the transaction age > 90 days?

Maybelle_S
QuickBooks Team

My credit card transactions are not all coming through from my bank

Let's get your bank transactions to show so you can get back to business, @floydp45.

 

First, may I know the bank institution connected to your QuickBooks Online (QBO) account? Any additional information can help us verify the problem.

 

Also, when you connect an account for online banking, QuickBooks will download the 90 days or less of your entries. This process is automatic and cannot be opted out.

 

In the meantime, let's manually update your bank account to download the missing transactions. It will help refresh the connection between your bank and QuickBooks.

 

Here's how:

 

  1. Go to the Banking menu.
  2. Select the bank account and click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

 

Once done, check your missing transactions from the For review tab. If the issue persists, check out this article for other troubleshooting steps: What to do if you can’t find downloaded transactions in QuickBooks Online.

 

Otherwise, try checking them in your Banking menu:

 

  1. Go to the Banking or Transactions menu.
  2. Choose the Banking tab.
  3. Select the tile for the bank or credit card account you downloaded the transaction.

 

Visit this article about matching and managing your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Let me know if you need more help working bank transactions in QuickBooks. I'll be sure to get back to you. Have a good one.

djwrightson
Level 1

My credit card transactions are not all coming through from my bank

Did you figure your issue out?  I am having the same problem?  

Fiat Lux - ASIA
Level 15

My credit card transactions are not all coming through from my bank

@djwrightson 

Is the transaction age > 90 days?

You can use MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

https://get.transactionpro.com/qbo

 

djwrightson
Level 1

My credit card transactions are not all coming through from my bank

No.  I just selected transactions starting Jan 1, 2023.  The odd thing is that it imported most of the transactions but left many out.  And it didnt start on any given date.  It imported transactions on various dates and not on other dates. No defined start or stop date. 

 

I was online with QBO help and they looked and said since I just connected the account today that I had to wait 24hrs for all the transactions to migrate over.  She said to update in 24hrs.  I will update tomorrow and see if that does it.  I'm thinking that is not the case because I had multiple transactions from the same vendor and it only imported some of the transactions.

 

Stylechilde
Level 1

My credit card transactions are not all coming through from my bank

I am also having this issue. I have transactions from 2024 only from my credit card showing up. But I have none from December 2023.

IrizA
QuickBooks Team

My credit card transactions are not all coming through from my bank

Hey there, Stylechilde.

 

If you link your bank or credit card accounts to QuickBooks Online (QBO), the system will automatically download your transactions. It's important to note that if you connect your account in 2024 or later, the number of transactions you can download will depend on the limit set by your bank. If so, you will need to upload the other transactions manually into QBO

 

However, this is an existing connection, you can do 

 

  1. Go to Transactions located at the left navigation panel.
  2. Choose Bank transactions.
  3. Click Update.

 

You can also use this material for more steps and information regarding what to do if you see error messages or don't see recently downloaded bank transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

Furthermore, after downloading your transactions, you can now categorize your transactions in QBO. 

 

Let me know in the comment section if you need assistance when it comes to downloading your transactions. 

4Gal
Level 11

My credit card transactions are not all coming through from my bank

@Stylechilde 

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

 

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