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kriskent11
Level 1

I am missing a lot of bank transactions between July and November. Has anyone ever had this problem?

 
1 Comment 1
Kevin_C
QuickBooks Team

I am missing a lot of bank transactions between July and November. Has anyone ever had this problem?

Thanks for laying out the details of your concern, @kriskent11.

 

First off, can you please share the name of your financial institution? This way, we can better check if there are related issues with your bank.

 

To sort this out, we can use the CSV file from your bank's website to continue bringing them to QuickBooks. Then, follow these steps to ensure you'll get the missing transactions between July to November. Here's how:

 

  1. Sign in to your bank's website and follow the instructions to download the CSV files (maximum file size of 350KB). Every financial institution has different steps.
  2. Ensure to download only those missing transactions in your account to avoid duplicates.
  3. Once done, go to the Banking menu on the left pane.
  4. From the Banking tab, select the blue tile for the account to which the transactions will be uploaded.
  5. Choose the Link account drop-down arrow, and then click Upload from file.
  6. Tap on Browse and select the file you downloaded, then select Continue.
    image.png
  7. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then click Continue.
  8. Match the columns on the file with the correct fields in QuickBooks, then choose Continue.
    image.png
  9. Select the transactions you would like to import, then click Continue.
  10. Tap on Yes, then click Done.
    image.png

 

In case you’ve downloaded and imported a duplicate transaction, you can simply exclude it by following the steps from this article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Once everything's good with your transactions, you can visit these resources that will help you to speed up the review process of your online bank transactions:

 

 

Please don't hesitate to post again here if you need additional assistance with your bank transactions in QBO. I'll be here to lend a helping hand. Have a great day!

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