bank transactions details XXXX for the last one month

Good to see you here in the Community forum, @gmcherayil. I appreciate the information you've shared about the bank details that show XXXX, and I'm here to help provide steps to get this resolve.

Before we begin, I want to ask for additional information about your bank's name. It will help me identify if there are reported issues from other users similar to your problem.

For now, you'll want to manually upload your bank transactions using a CSV (Excel) file format. That way, we can verify if the transaction details will show instead of XXXX. Before doing so, I'd suggest excluding the bank transactions in the For Review tab to avoid duplicates. For more details about excluding bank transactions, see this article: Exclude a bank transaction you downloaded into QuickBooks Online.

Once done, we can manually upload the file. First off, you must download the transactions from your bank's website in a file that QBO supports, like a CSV file. Once done, follow these steps to upload the file:

1. On the left panel, click Banking.
2. Click the drop-down arrow next to Update.
3. Choose File Upload.
4. Select the file, and click Browse.
   
   
5. Click Next.
6. Select the QuickBooks account, and click Next.
7. Map the columns, and click Next.
8. Select the transactions to import. and click Next.
9. Click Let's Go!.

Here's an article you can read for more details: Manually upload transactions into QuickBooks Online.

I have some articles here for your reference about banking that help you match your bank transactions and fix banking errors in QuickBooks:

• Categorize and match online bank transactions in QuickBooks Online
• What to do if you see a bank error or bank transactions won’t download

Please let me know if you have any other queries about banking by leaving a comment below. I'm always willing to assist. Have a great day.

I was asked by the customer service rep to unlink the account and connect it back. I specifically asked will I loose my transactions that are categorized and she said no. We did it together and now I cannot see any categorized transactions under chase bank. I do not see anything from 2020 when I started my business. Reps reply was since you have xxx, it is not categorizing the old transactions that were categorized already. I am at a loss right now.

chase bank

Thank you for getting back with additional information, Cherayil. I'm stepping into the thread to provide updates on the behavior you're experiencing with Chase bank transaction details.

I want you to know that our engineers are now looking for a resolution to isolate the encrypted bank details for Chase entries. While the investigation is still ongoing, you may have to contact support to have your name added to the list of affected users. Once added, you'll automatically receive email notification of the latest updates.  

On the other hand, disconnecting an account from online banking won't change your existing or categorized accounting data. The process only stops QuickBooks from downloading new transactions, and you can reconnect your account at any time you want to start bringing your transactions again. I suggest you visit your register to review your 2020 transactions. If the entries are still missing, you can pull up your Audit Log report to determine possible changes made to your transactions. 

Here's how:

1. Go to the Gear icon, then click on Audit Log.
2. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
3. Tap on Apply, then review the details from there.

If there's no trace of deleted or edited data from the audit log history, you may also discuss support so they can check and review this further.

For your convenience, you can connect with them during their business hours (M-F from 6 AM to 6 PM PT).

Aside from categorizing your bank data manually, you may use bank rules to streamline the review process n the future. 

Please know that our doors are open 24/7 to help. If you have any other banking questions, notify me in the comment section below. I'm always willing to assist you again. Have a wonderful day!

BANK DETAIL

Chase and Quickbooks both gave up on this