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rebecca36
Level 1

Some of my bank transactions didn't come over during certain dates during the year. My bank account is updated. Is there a way to get those transactions to come over?

 
1 Comment 1
ChristieAnn
QuickBooks Team

Some of my bank transactions didn't come over during certain dates during the year. My bank account is updated. Is there a way to get those transactions to come over?

Hi there, rebecca36.

 

Yes, there's a way to get those transactions to come over in your QuickBooks account. Since your bank account is updated, I'd suggest manually importing your bank entries so these will come over during certain dates during the year. Please follow the steps below.

 

First, you need to know the date of the oldest existing transaction currently in the account to avoid entering duplicates.

 

Here's how: 

 

  1. From the QuickBooks account, go to the Accounting menu and then select Chart of Accounts.
  2. Find the bank or credit card account you want to upload the transactions into.
  3. Click View register.
  4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

 

Once done, get transactions from your bank.

 

  1. Sign in to your bank or credit card’s website.
  2. Look for and follow your bank’s steps to download transactions. Every financial institution has different steps.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it.

 

After that, Open and review the file from your bank. Make sure it's in the correct format before you upload it. Please note the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches.

 

Then, please click this article to see the steps on how you can manually upload your transactions based on how the account is connected: Manually upload transactions into QuickBooks Online. This also contains details on how you can match or add your entries to avoid double transactions.

 

Please refer to this article to see different banking errors and how to fix them: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Let me know if you have any other concerns about banking in QuickBooks. I'm always here to help. Take care!

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