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chue-vue
Level 1

Not all my transactions were downloaded from my business checking account. It skipped several months. How do I download those skipped months to Quickbooks?

 
5 Comments
GlinetteC
Moderator

Not all my transactions were downloaded from my business checking account. It skipped several months. How do I download those skipped months to Quickbooks?

Not to worry, chue-vue. I'm here to make sure you can get those downloaded transactions from your business checking account in no time.

 

When you connect your bank to QuickBooks Self-Employed, the system downloads 90-days to 24 months worth of historical banking transactions. After that, your banking transactions will be download regularly (every 24 hours). Here are some instances why missing transactions can occur:

 

  • They may have implemented changes to their service offerings, Web Connect, or Direct Connect.
  • An update on your bank’s information such as the name (bank merger), account number, and login credentials requires you to refresh it in QuickBooks.
  • You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
  • There may be ongoing maintenance on your bank’s website.

Let's run a manual update to ensure your bank transactions are updated. Here's how:

 

  1. Go to the Settings icon.
  2. Choose Bank Account.
  3. Click Refresh All

Doing this helps restore the bank connection and will trigger updates to your bank transactions.

 

Here are some articles that can help you add transactions manually in QBSE:

 

Please keep me posted on how the steps work. I want to make sure this taken care of.

chue-vue
Level 1

Not all my transactions were downloaded from my business checking account. It skipped several months. How do I download those skipped months to Quickbooks?

No.  Can someone help me?  Refreshing doesn't do anything.  I refreshed several times already.  Can someone call me?  I got to get this done ASAP.

chue-vue
Level 1

Not all my transactions were downloaded from my business checking account. It skipped several months. How do I download those skipped months to Quickbooks?

No.  Can someone call me?  I need to get this out in a couple days.

CharleneMae_F
QuickBooks Team

Not all my transactions were downloaded from my business checking account. It skipped several months. How do I download those skipped months to Quickbooks?

Thanks for getting back to us, chue-vue.

 

I understand the urgency to speak with our Customer Care Team to download all the transactions to QuickBooks. I'll guide you to get the help you need.

 

You can speak with our representative with the help of our Ask QB Assistant feature in QuickBooks Self-Employed. It'll only take a few easy steps. I'll guide you how.

 

  1. Click Assistant from the top menu.
  2. Type Talk to a human.
  3. Select Get a callback.

 

Due to the pandemic, we have limited staffing and have reduced our support hours. Check out our availability, so you'll be assisted on time.

 

Also, here are some helpful articles that'll help you in manually importing and adding older transactions in QuickBooks:

 

Let me know how it goes, chue-vue. Have a great day!

Ceddi
Level 2

Not all my transactions were downloaded from my business checking account. It skipped several months. How do I download those skipped months to Quickbooks?

check that your transactions are listed in the correct year, QB has been misinterepretating dates for me. very frustrating.

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