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kurtdds
Level 1

1 1/2 months of transactions are missing, they don't show up from my bank account feed

 
4 Comments 4
Fiat Lux - ASIA
Level 15

1 1/2 months of transactions are missing, they don't show up from my bank account feed

Have you recently signed up for your QBO account?

 

DivinaMercy_N
Moderator

1 1/2 months of transactions are missing, they don't show up from my bank account feed

I got your back to ensure you'll see the missing transactions in QuickBooks Online (QBO), @kurtdds

 

If you recently connected your bank account to QBO, transactions older than 90 days won't be automatically downloaded. You'll have to upload it manually. 

 

If this is not the case, you can perform a manual download to refresh the connection of your bank with QBO to see those transactions. Here's how:

 

  1. Navigate to the Bookkeeping menu and select Transactions.
  2. Then, go to Bank transactions.
  3. From there, click the Update button. This updates all your connected bank and credit card accounts. 

 

If you can't still see them, I recommend signing in to your bank’s website and checking if there are any messages or notification that needs immediate action. Once done, go back to your QBO account and do the manual update. 

 

Also, not seeing some transactions in the bank feed is sometimes caused by changes made on your bank's website such as updating the account number, username, or password. Let's make sure that this info matches the details you enter in QBO. 

 

On the other hand, you can manually import those specific transactions in QBO via CSV file. 

 

For more details about the process, please check this article: What to do if you get a bank error or can't download transactions in QuickBooks Online. 

 

Once everything is fine, your next step is to categorize and match the transactions to ensure they are allocated to the correct account in your company file. 

 

I'm always here ready to lend a hand if you have any other banking concerns. Don't hesitate to leave a reply below. Have a good day ahead and keep safe. 

Friday1
Level 1

1 1/2 months of transactions are missing, they don't show up from my bank account feed

How to capture a prior months bank transactions that is for some reason missing in QBO

SarahannC
Moderator

1 1/2 months of transactions are missing, they don't show up from my bank account feed

Hello there, Friday1 .

 

Did you just recently link your bank/checking account in QuickBooks Online (QBO)? If so, the system will download the most recent transactions, typically up to 90 days, depending on your bank. This could be the reason why some of your bank transactions are missing.

 

You have the option to manually upload them into QuickBooks using a CSV file. Here's a step-by-step guide on how you can do it:

 

  1. Go to the Bookkeeping or Transactions menu.
  2. Within the Banking tab, click the Link account drop-down arrow.
  3. Choose Upload from file.
    b.PNG
  4. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
    c.PNG
  5. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions into. Then select Continue.
     

If these transactions were previously recorded in your QuickBooks Online (QBO) and have suddenly gone missing from the bank feed, you can follow these steps to address the issue:

 

  1. Log in to your QuickBooks Online account in a private browser.
    Google Chrome and Safari: Ctrl + Shift + N
    Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
  2. Use other compatible browsers in QuickBooks Online.

 

If you have any further concerns or questions regarding handling transactions, please don't hesitate to reach out. I'm here to assist you. Take care and stay safe!

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