Three months of transactions not transferring to quickbooks from my bank

Thanks for posting here in the Community, @lacydavidson-me-.

I'd be happy to shed some light on why a few of your transactions are not appearing in QuickBooks.

The timeframe for downloading transactions into QuickBooks depends on the rules set by your bank. Your bank may only allow up to a number of days, which could be a reason why you're missing some prior transactions. If this is the case, you'll need to manually import them into QuickBooks.

Additionally, before reconciling an account, make sure you've reviewed and categorized your transactions. This guarantees that the transactions will show on the bank register during reconciliation.

I'll leave this article on how to ensure your CSV files are formatted correctly to manually upload transactions to QuickBooks: Format CSV files in Excel to get bank transactions into QuickBooks.

For future use, here's a guide on what to do if QuickBooks doesn't match your bank statement at the end of a reconciliation: Fix issues at the end of a reconciliation in QuickBooks Online.

Feel free to leave a reply if you have any other questions about your transactions. I'll be around to help out.

Thanks, Ann Marie! I have completed the steps you’ve mentioned here. Currently my issue seems to be the only format my bank offers for statement download is PDF and Quickbooks doesn’t seem to acknowledge that as a readable format.  

@lacydavidson-me- 

You can use a converter tool.

https://www.moneythumb.com/?ref=110

Hello there, lacydavidson. Let's work together to fix the syncing issues you're experiencing.

When linking your bank and credit card account for the first time in QuickBooks, you can choose the timeframe for downloading transactions. Some banks offer the last 90 days, while others provide up to 24 months, depending on your bank. It might be the reason three months' transactions didn't show.

Consider manually uploading your transactions in QuickBooks by creating a CSV file following the required format.

Here's how to upload the data:

1. In your QBO account, go to the Banking menu.
2. From the Update drop-down, select File Upload.
3. Click Browse and select the web-connect file from your bank.
4. Follow the on-screen steps in mapping the data.

Check this guide for more details: Manually upload transactions.

You can also use a converter tool to change data from PDF to CSV or Excel file. Check out this link for options: https://quickbooks.intuit.com/app/apps/home/en-us/.

You might find the following articles helpful about adding and matching transactions in QBO: 

• Download, match, and categorize your bank transactions
• Reconcile an account
• What to do if you get a bank error or can't download transactions

I'm always around if you need further assistance while working with bank feeds or reconciling accounts in QuickBooks. It's my pleasure to help. Take care!