Quick books will not import from my bank. I am missing 3 months worth of transactions

Welcome to the Online Community, info726.

Performing the basic banking troubleshooting steps can help import your bank transactions to QuickBooks.

If you’re using a CSV file to bring in the data, let’s double-check the file format and make sure to either use a 3-column or 4-column template. Aside from this one, review the transactions to see if there are special characters added.

These symbols will cause some issues when transferring the data. If you find some, remove them and then try importing the transactions.

For tips on how to successfully import bank entries, check out the Import bank transactions using Excel CSV files article.

If you mean by your bank not automatically downloading the data, let’s perform a manual update to re-establish the online banking connection.

1. Go to the Banking menu on the left panel to choose the Banking option.
2. These actions will open the Bank and Credit cards page.
3. From there, tap the Update button.
4. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

Next, check if the Blue Tile increases for your bank. If nothing new downloaded, the issue could be on the bank’s website.

To fix the issue, I suggest following the recommended steps in theWhat to do if bank transactions won’t download or there's a bank error article. Then, proceed directly to Step 2.

Stay in touch if you have any other concerns. Please know I’m always here to assist further. Have a good one.

I am still missing 6 months worth of transactions.

@drjack1310 

Utilize the trial version of SlickConnect. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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

Hi,
I am missing the first three months of last year.  Is that because my bank wont go back that far?  How do I fix it? I have my statements

@MRBsat 

Do you have statements in PDF format or else?

I understand you want to upload a bank statement from your bank, MRBsat. Don't worry. I can show you the best way to pull up your banking transactions to your QuickBooks Online account.

Through manual upload transactions, we can import older transactions. We usually download this file from your bank. In this case, you need to contact your bank to ask for your last year's bank statement and upload it via CSV file. Please also ensure to follow the correct format.

Furthermore, you can import a maximum of 350 KB file size. You can download it in smaller sets if you want to import more than that.

Follow the steps below:

1. Go to Banking, then select Bank Transactions.
2. Select the blue tile for the account you want to upload.
3. Pick the Link account dropdown and then Upload from the file.
4. Choose Drag and Drop or select Files and select the file you downloaded from your bank. Then select Continue.
5. In the QuickBooks account dropdown, select the account you want to upload. Then choose Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you would like to import. Then select Continue.
8. Select Yes.
9. When you accept your transactions, select Done.

After uploading them, you can review the uploaded files and categorize them. Refer to this page for your guide: Categorize online bank transactions.

Once done, reconcile them to help your book balance and track accurately. You may visit this article: Reconcile an account in QuickBooks Online.

By following these steps, you can start an existing bank account in QuickBooks with an accurate beginning balance for the current year and manually enter transactions as needed. If you encounter any issues or need further assistance, we are here to back you up. Take care.