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rejectfab1
Level 1

Not all of my bank statements from 2024 transferred over in the integration process when I set up my account. How do I get the rest of them uploaded?

Only August-December of 2024 uploaded. I still need January-July

2 Comments 2
SIAB
Level 7

Not all of my bank statements from 2024 transferred over in the integration process when I set up my account. How do I get the rest of them uploaded?

What file formats can you download from your bank? csv, pdf, or else?

MoiraskyeT
QuickBooks Team

Not all of my bank statements from 2024 transferred over in the integration process when I set up my account. How do I get the rest of them uploaded?

There are a few reasons why your bank transactions in QuickBooks Online (QBO) may only be available for a few months, rejectfab1. I'll walk you through some possibilities.

 

Bank transactions in QuickBooks Online (QBO) are usually limited to the past 90 days, depending on your bank's settings.
 

Please note that QBO depends on the information provided by your bank, so any maintenance or restrictions on the bank's side may affect the transfer.

 

Suppose there's no ongoing maintenance from your bank's end. You can try performing a manual update of your bank connection in QBO to check for missing transactions. 

 

If that doesn't resolve the issue, you can manually upload the transactions instead.

 

Let us know if you need anything else by leaving a comment below.
 

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