Bank transactions are not importing

I appreciate the efforts in trying to sort the missing transactions out. @Steveofo. Let's resolve the issue you're having with your bank account to get your latest transactions.

To provide you with the right amount of information, may I know which product you're using? Is it QuickBooks Online (QBO) or QuickBooks Desktop (QBDT)? Additional details you provide can help determine the most effective solution to resolve the issue at hand.

The first time you connect your bank to QBO or QBDT, it automatically downloads the maximum number of entries. It depends on what your bank shares with us. When you link the bank, they can give you up to a year of historical data. Some banks let you download the last 90 days of transactions.

We can enter your Sept. 7th, 2022 until May 8th, 2023 bank transactions into QuickBooks without overwriting the current transactions by manually uploading them.

First, choose a start date. Then, ensure you know the date of the oldest existing transactions of your current account to avoid duplicates. 

From there, we can now get the transactions from your bank. Then, open and review the file from your bank and ensure it's in the correct format before uploading it. Once you're ready, you can now start uploading your transactions manually. 

For QuickBooks Online (QBO), you can follow these steps:

1. Go to Bookkeeping then Transactions, and select Bank Transactions.
2. Press Upload transactions.
3. Select Drag and drop or select files and choose the file you downloaded from your bank. Then select Continue.
4. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions. Then select Continue.
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
6. Choose the transactions you would like to import. Then click Continue.
7. Hit Yes.
8. When you accept your transactions, select Done.

While in QuickBooks Desktop (QBDT):

1. Open a web browser and sign in to your bank’s website.

2. Follow the instructions to download your transactions as a QuickBooks Web Connect (.qbo) file.

3. Once done, open QBDT and go to the Banking menu.

4. Select Bank Feeds, then Import Web Connect Files.

5. Click the .QBO file you saved, then select Open.

6. When prompted to Select Bank Account, select: 

• Use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks. 
• Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.

7. Select Continue. You'll see a dialog box telling you that the data has been successfully read into QuickBooks. Select OK.

8. Go to the Bank Feeds Center to review your transactions.

For the detailed procedures, you can check out this article to further guide you in the process: 

• Manually upload transactions into QuickBooks Online.
• Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

For future reference, check out this link: Learn the reconcile workflow in QuickBooks.

I’m always ready to assist you with other questions or concerns about managing your bank transactions. Tag me in your reply, and I'll get back here as soon as possible to help you again. Take care always.

I'm not sure I know what you mean when you say you've checked and you haven't received any issues likes this but this situation is a problem.  I've been importing transactions from multiple sources (banks, credit cards, etc) and the process of uploading through quickbooks online is very unreliable.  Every month I have some account transactions missing on import.  Could you guys make this a priority to resolve?  What I think you are missing is the fact that every time information is missing on upload the end consumer has to reconcile the account manually to figure out which of the current months transactions are missing so that we can manually upload them.  This is a problem. 

Let me assist you and direct you to the appropriate channel that can address your banking concern on time, Neekoy.

The first time you connect your bank to QuickBooks Online (QBO) it automatically downloads the maximum number of entries. Depending on the Financial Institution (FI) they can give you up to a year of historical data. Some banks let you download the last 90 days of transactions.

Since the data we receive is dependent upon what your bank sends to us. I still recommend contacting American Express to assist you in bringing the transactions into QBO (01/01/2022). This way, you'll no longer have to manually enter them. Otherwise, you'll have to import the entries via CSV.

Regarding your online banking connection, I recommend contacting our QBO Care Team. One of our agents will conduct extensive troubleshooting steps to determine why only a few entries were imported into the online program. Reaching out to them ensures that your bank feeds continue to function normally and that complete transactions are downloaded.

Once you have your bank data added to QBO, make sure to assign it to the correct account to keep your records accurate and easy to reconcile. I've included some articles with solutions for missing downloaded entries and online banking errors:

• What to do if you get a bank error or can't download transactions in QuickBooks Online
• What to do if you can’t find downloaded transactions in QuickBooks Online

If you need more information about a specific accounting task or assistance in resolving issues in QBO, you can use our online resources. You'll be able to access our online tutorials as well as articles about payroll, taxes, banking, cash flow management, inventory, and other topics from there.

Reach out to me again if you have additional questions about banking or other product-related concerns. I'm always ready to answer them for you, Neekoy.

I have QB's desktop - Can't find the bookkeeping tab.

Hi

The bank is PNC and there is no error it just keeps circling that it is updating but nothing happens.