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d3powerwashing
Level 1

What would make my transactions not load for half the year?

For my business checking account my transactions doesn't start until June 2025, how do I get the rest of the year to load?

1 Comment 1
JayAnne_C
QuickBooks Team

What would make my transactions not load for half the year?

Hi there, d3power. When bank transactions stop syncing in QuickBooks, it is often due to bank maintenance or updated security requirements. This is because QuickBooks relies on data provided directly by your financial institution, any delays or interruptions in their connection can cause missing transactions.

 

With that in mind, you'll want to check your bank's website for any alerts regarding Multi-Factor Authentication (MFA), ongoing server maintenance, or notifications requiring your attention. If everything appears functional on the bank's end, you can bridge the gap by manually uploading the transactions into your QuickBooks feed. Simply log in through a supported web browser and download your transaction history for the missing dates in a CSV format. Once downloaded, upload the file by navigating to the Transactions menu > Add transaction dropdown > Import transactions, then follow the on-screen prompts to complete the process.

 

After the upload is complete, you can match and categorize  those transactions for accurate tax reporting and financial tracking.

 

Should you have any other concerns, feel free to reply to this thread.

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