Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
laprovenceambler
Level 1

I have a new account and have linked my bank account. I specified transactions should be brought in since the Jan 1, 2023, but none have been brought over before 2/13/23?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

I have a new account and have linked my bank account. I specified transactions should be brought in since the Jan 1, 2023, but none have been brought over before 2/13/23?

Try opening your QBO account on any private/incognito browser.

SarahannC
Moderator

I have a new account and have linked my bank account. I specified transactions should be brought in since the Jan 1, 2023, but none have been brought over before 2/13/23?

Glad to have you here, laprovenceambler.

 

I'm joining this thread to provide additional details about the missing transactions. Then, I'll help you bring them successfully into QuickBooks.

 

May I ask the name of your bank? This helps me check further and provide an accurate solution to your concern. In the meantime,  I recommend updating your bank manually in the system to refresh its connection. Here's how:

 

  1. Go to Bookkeeping and then select Transactions.
  2. Choose Bank transactions.
  3. Select Update.

 

If the same thing happens, we can follow the suggestion shared by Fiat Lux - ASIA. An outdated or corrupted site data in the browser causes runtime and unexpected behaviors in the program. Thus, logging in to your account using a private window helps us have a better experience when using QuickBooks, such as importing bank transactions. 

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox & Microsoft Edge
  • Command + Shift + N for Safari

 

Once you're in, go to the bank feed and bring the transactions within the period needed. If those transactions show, we can clear the cache and cookies on your regular browser to start over fresh. Switching to other supported web browsers can be a good alternative, too.

 

Alternatively, we can manually upload them. Log in to your bank website and get your transactions using a CSV file. For the information and steps on importing bank data, we can visit this article: Manually upload transactions into QuickBooks Online.

 

Also, let's keep your bank data accurate from time to time. With that, we have to review and reconcile your accounts in QuickBooks. The articles below will serve as your guide.

 

This thread is always open if you need more help with your bank transactions and accomplishing other pending tasks in QuickBooks. Please don't hesitate to tag me in your comments and posts.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us