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:
Go to the Settings icon.
Choose Bank Account.
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: