Hello, @jeremy87. I'd like to clarify a few details to get this sorted out correctly.
Could you please specify what you mean by "aligned"? Are transactions missing, or does the bank balance not match?
If transactions are missing, it's because banks limit downloads in QuickBooks Online. Some offer 90 days, others 24 months. Older data must be manually uploaded.
If the bank balance doesn't match, this can be due to several reasons, such as:
- Pending transactions that are not yet categorized
- An incorrect opening balance
- Duplicate transactions
However, if you mean something else, please provide a screenshot for visual reference. This will help me ensure we provide the right solution for your concern.
Please let me know if you have additional information or clarification. I'm always here to assist!
