cancel
Showing results for 
Search instead for 
Did you mean: 
tom-krause14
Level 1

My Quickbooks is missing four months of data that it's not pulling in from my bank. How do I get it to pull the transactions?

 
1 Comment 1
JasroV
QuickBooks Team

My Quickbooks is missing four months of data that it's not pulling in from my bank. How do I get it to pull the transactions?

Thanks for bringing this concern to me, @tom-krause14.

 

I recognized how important it is to have your bank transactions sync with your QuickBooks Online (QBO) account. I'd like to help and get you back in working order. Can you share with me the name of your bank? This way, I can check here on my end if there is any related issue. Any additional information is appreciated.

 

Also, I'd recommend reaching out to your bank and verify if there’s an issue or maintenance update on their end. Thus, it could be the reason why you’re missing four months of your bank transactions.

 

In the meantime, let’s manually download your bank transactions to your account. Let me guide you how:

 

  1. Go to the Banking or Transactions menu.
  2. Select your bank account and click Update a couple of times to refresh the connection between your bank and QBO.
  3. If asked, enter your Multi-Factor Authentication (MFA) credentials. Then select Continue update.

You can also check this article for more details about the process: Manually download online bank transactions in QuickBooks Online.

 

You might also want to read this link that can guide you on how to import more than 90 days of transactions to QBO: Manually upload transactions into QuickBooks Online

 

On top of this, I've added this article that can walk you through the steps in reconciling your accounts efficiently: Reconcile an account in QuickBooks Online.

 

You can always tag me in your reply if you have other queries about bank transactions in QuickBooks. I'll be around to help you. Have a great weekend ahead!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us