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microliquorstore
Level 1

QB is missing transactions for August and September. They are not in review, categorized for excluded tabs. It is updated, how can I add these from my linked account ?

 
2 Comments 2
Rose-A
Moderator

QB is missing transactions for August and September. They are not in review, categorized for excluded tabs. It is updated, how can I add these from my linked account ?

Let me help you go over to your account and have your August and September transactions added into QuickBooks, microliquorstore.

 

Your bank’s connection may be interrupted for any of the following reasons:

 

  • If there is a minor or major update in your bank information such as the bank account number.
  • Update in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

 

In the meantime, let's perform a few manual updates to refresh the connection between your bank and QuickBooks Online. Here's how:

 

  1. On the left navigation menu, click Transactions.
  2. Choose Banking.
  3. Select the respective Bank and hit Update in the upper right. QuickBooks begins updating your account.
  4. You can do this 2 or 3 times during non-peak hours.

 

However, if it's still not updating, you can use our WebConnect feature to add your August and September statements from your linked account. Let me walk you through the process:

 

Step 1: Pick a start date:

 

  1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
  2. Look for the bank or credit card account you want to upload the transactions into.
  3. Click View register.
  4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

 

Step 2: Get transactions from your bank:

 

  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps. For Bank of AmericaChase, and Wells Fargo.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

To complete this procedure, you can refer to this article (proceed to Step 3): Manually upload transactions into QuickBooks Online. On the same write-up, you'll find links on how to set up bank rules as well as reconciling your account.

 

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Additionally, may I asked which bank are you having a problem with? I want to make sure I've got you covered.

 

I'm only a post away if you have any questions about this topic or anything else you need in QuickBooks. I'd like to ensure you're able to add your transactions from August to September. I'll be glad to share and provide further assistance whenever you need one. Have a wonderful day! Take care.

Rose-A
Moderator

QB is missing transactions for August and September. They are not in review, categorized for excluded tabs. It is updated, how can I add these from my linked account ?

Hi, microliquorstore.

 

Hope you're doing great. I wanted to see how everything is going about the missing transactions you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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