QBO is not importing all bank transactions

Humbled · ‎December 19, 2022

QBO is not importing all of my bank transactions, specifically speaking about money transfers within the same bank. Our business (partnership) bank is the same bank as our personal bank. Through that bank, we have 1 business account and 2 personal accounts. We have been using this bank for 3 years now and have just ran into this problem 2022 December 09. The transfers of funds between our business account and our personal accounts are only importing 1 of the transfers. In the same hand, the manual update of funds available in the account is reporting accurately. Bottom line, only 1 of the 2 transfers made every week is showing up in QBO and the available funds to spend in the account is accurate. How can that be accurate and QBO is not importing both transfers for me to categorize (NO RULES SET)???

ReymondO · ‎December 19, 2022

I'll help you import all of your bank transactions in QuickBooks, @Humbled.

Before we proceed, can you share with me the bank you're currently using? That way, check if there is an ongoing issue with your financial institution.

Also, did you receive any error message? If so, here's an article that provides a list of online banking errors and the steps on how to fix them: Fix online banking errors in QuickBooks Online.

In the meantime, let's do a manual update to refresh the connection between your bank and QuickBooks Online. This will prompt QuickBooks to retrieve the most recent transactions from your bank.

Here's how:

Go to Banking from the left menu.
Select the Update button in the upper right.
Select Update Now.

Moreover, you can manually import bank transactions into the program. This will help you enter older bank data into QBO.

Once they're in QuickBooks, it's time to match and categorize them. They will go into your accounts after you review them.

You can leave a comment below to add more details of your concern. Keep me posted on how it goes or if you have additional questions as I'm here to assist.

View solution in original post

ReymondO · ‎December 19, 2022

I'll help you import all of your bank transactions in QuickBooks, @Humbled.

Before we proceed, can you share with me the bank you're currently using? That way, check if there is an ongoing issue with your financial institution.

Also, did you receive any error message? If so, here's an article that provides a list of online banking errors and the steps on how to fix them: Fix online banking errors in QuickBooks Online.

In the meantime, let's do a manual update to refresh the connection between your bank and QuickBooks Online. This will prompt QuickBooks to retrieve the most recent transactions from your bank.

Here's how:

Go to Banking from the left menu.
Select the Update button in the upper right.
Select Update Now.

Moreover, you can manually import bank transactions into the program. This will help you enter older bank data into QBO.

Once they're in QuickBooks, it's time to match and categorize them. They will go into your accounts after you review them.

You can leave a comment below to add more details of your concern. Keep me posted on how it goes or if you have additional questions as I'm here to assist.

Humbled · ‎January 02, 2023

@ReymondO.

Before we proceed, can you share with me the bank you're currently using? That way, check if there is an ongoing issue with your financial institution.

All In Credit Union

Also, did you receive any error message? If so, here's an article that provides a list of online banking errors and the steps on how to fix them: Fix online banking errors in QuickBooks Online.

There was no error message of any kind at any time.

In the meantime, let's do a manual update to refresh the connection between your bank and QuickBooks Online. This will prompt QuickBooks to retrieve the most recent transactions from your bank.

Here's how:

Go to Banking from the left menu.
Select the Update button in the upper right.
Select Update Now.
I had to go to Bookkeeping from the left menu, then navigate to Transactions from the left menu, then Update.

Moreover, you can manually import bank transactions into the program. This will help you enter older bank data into QBO.

Once they're in QuickBooks, it's time to match and categorize them. They will go into your accounts after you review them.

This is what temporarily solved the problem, I say temorarily because I still do not know why these 2 transfers did not automatically import with the rest of the transactions. I was missing 2 transfers so I just selected the two that I was missing and manually imported them into QBO.

You can leave a comment below to add more details of your concern. Keep me posted on how it goes or if you have additional questions as I'm here to assist.

Thank you for your help Reymond. I apologize for my late reply.

JamesAndrewM · ‎January 02, 2023

I appreciate you for joining back the thread, @Humbled.

We're glad that the posted recommendation is of help.

If you require further assistance working on specific tasks in QuickBooks, the Community is willing to assist you at any time. Have a great day ahead!

joshohg · ‎February 16, 2023

I am having a similar issue.

Candice C · ‎February 16, 2023

Greetings, @joshohg.

Welcome to the Community! I appreciate you chiming in on this thread.

If none of the suggestions worked that my colleague and the other user provided, I recommend contacting our Customer Support Team for further assistance. They'll be able to use a screen share tool to review your account with you to see why this is happening. Here's how:

Go to the Help icon in the to right-hand corner.
Press the Contact Us hyperlink/button.
Enter your question and tap Let's talk.
Scroll down and pick to Get a callback.

It's that easy!

Keep us updated on how the call goes. We're always here to have your back. Take care!

synesisgroup · ‎January 19, 2024

I could use your assistance with importing transactions from an earlier date please. No matter what we do, it will only import from january 1st of this year even though this account has been active since January 24th 2023.

IrishNinoJ · ‎January 19, 2024

I appreciate you for bumping into this thread, synesisgroup.

Allow me to help you successfully import your bank transactions to QuickBooks Online (QBO).

If you haven't, let's update QBO by manually refreshing the connection with your bank. This will ensure that QuickBooks retrieves the most recent transactions from your bank.

Here's how:

On the left panel, go to Transactions then select Bank transactions.
Select the Update button in the upper right.
Click Update Now.

If the bank transactions still won't import, I'd suggest manually adding them using an Excel CSV file.

Once transactions are in, it's time to match and categorize them. They will go into your accounts after you review them.

If you have further questions or clarification about importing your bank transactions in QBO, please don't hesitate to reply to this thread. The Community is open 24/7. Take care.

4Gal · ‎January 19, 2024

@synesisgroup

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

Humbled · ‎January 20, 2024

I do not know if QBO can do that. I had the same issue and the solution for me was to export all of my bank statements into monthly .csv (Excel) files. Then, I combined (copy and pasted) all of the statements into one excel file. I then deleted all information except what you see in the attached file. Lastly, I uploaded that file into QBO by going to the cog wheel (Settings) and then selecting "Import data" under the "Tools" section. Select "Bank Data" and you should be able to follow the rest of the instructions from there. **Make sure that the dollar amounts are in parenthesis for purchases and not in parenthesis for deposits in the .csv file** The two most important columns you need in that file are the "Purchase Date" and the "Purchase Amount" columns.

Narzio · ‎October 02, 2024

This is not satisfactory. Why is the import bringing in some transactions but not others? I shouldn't have to go in and double check. It should be reliable.

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QBO is not importing all bank transactions