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knickknacktoysha
Level 1

Only certain transactions are bing imported

I am starting to work on my annual accounting. =I did the April Recon with no problem all of the transactions imported into Quickbooks. However starting in May I see that only specific transactions were imported into Quickbooks. Foir example my Bank account only has one specific type of transaction.. The Paypal account only has one specific transaction. All other types of transactions look like they were not imported into the accounts throughout the year. I don't understand what went wrong with the automatic account updating throughout the year where quickbooks is supposed to import all transactions into the accounts? Does anyone have any idea?
2 Comments 2
Rasa-LilaM
QuickBooks Team

Only certain transactions are bing imported

Hi there, knickknacktoysha.


I can see the importance of having an up to date record of imported transactions. This saves business time and will let you reconcile them easily.  


When you connect a bank/credit card account to online banking, QuickBooks Online automatically downloads transactions every night. If you’re unable to see the latest ones, let me share the possible reasons why this is happening.

 

  • A connection issue between your bank and QBO.
  • The financial institution’s server is offline.
  • Error messages or codes that require you to perform a certain task.

We have solutions available for you to resolve the issue. Let’s update your online banking to refresh the connection between QBO and your account.


Here’s how:

 

  1. Navigate to the Banking menu on the left panel to choose Banking.
  2. Click the Update button in the upper right.

Next, check the Banking menu again for the missing transactions. If you continue to get the same result, perform Steps 2-4 in the following article: What to do if you can’t find downloaded transactions in QuickBooks Online.

 

After performing these steps, you can start reconciling the account. Additionally, this guide contains solutions to resolve bank feeds issues: Fix Online Banking Errors in QuickBooks Online.


Don’t hesitate to let me know in the comment below if you need help with QuickBooks. I’ll be around to assist further. Have a good one.

Rasa-LilaM
QuickBooks Team

Only certain transactions are bing imported

Hello again, knickknacktoysha.


Were you able to get the latest transactions after following the steps I shared? It’s my priority that all entries are imported into QBO.


Click the Reply button if you have any clarifications or concerns. I’ll get back to answer them for you. Enjoy the rest of the day.

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