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tandmtowingandre
Level 1

Trying to reconcile 2018 and it says nothing is showing up from the bank

 
1 Comment 1
BettyJaneB
QuickBooks Team

Trying to reconcile 2018 and it says nothing is showing up from the bank

Hello there, @tandmtowingandre.

 

QuickBooks Online only generates 90 days of transactions from your financial institution. To have your 2018's bank transactions show in QBO, you'll need to upload them manually. 

 

The process comes in 4 steps, these are:

  • Picking the date range of the transactions from the banks website.
  • Downloading transactions.
  • Reviewing the file format and size.
  • Uploading them to QBO.

You can check out this article attached for complete details about the procedure: Manually upload transactions into QuickBooks Online.

 

Once done, you may review the entries if the categorizations are correct and start reconciling them. Here are some great links that you can visit to guide you in doing this: 

If there's anything else that I can assist you with, let me know. I'll be around to help. Thanks for coming, and have a good one!

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