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jengirardhomes
Level 1

My bank account is linked into quickbooks and I can only see my business transactions from March-June of 2020. I have "updated" but cannot see many months of transaction

 
2 Comments 2
SarahannC
Moderator

My bank account is linked into quickbooks and I can only see my business transactions from March-June of 2020. I have "updated" but cannot see many months of transaction

Hello there, jengirardhomes. Thank you for posting here.

 

The additional information we have to know about the linked accounts in QBO is that QuickBooks Online automatically downloads the last 90 days of transactions. This period happened when it's your first time connecting your online bank and credit card accounts. On the other hand, if these transactions should be there, it could be there's a connectivity issue from your bank.

 

We can start customizing the dates to check these transactions. Click the drop-down arrow and select the correct dates. Then, Apply. See the sample screenshot below:

u.PNG

 

Alternatively, you can manually upload the bank transactions using the CSV file to include the transactions that are not included in your bank feed yet. First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

 

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

You can get in touch with the bank support to verify if this is something they're working on.

 

I'd also like to know your bank's name. This helps me check and ensure to provide you with the right information and resolution. Just let me know by commenting below anytime. Take care and stay safe always.

SarahannC
Moderator

My bank account is linked into quickbooks and I can only see my business transactions from March-June of 2020. I have "updated" but cannot see many months of transaction

Hi jengirardhomes,

 

Hope you’re doing great. I wanted to see how everything is going about missing transactions from your bank feed. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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