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Tawnytim
Level 3

Why are some transactions importing and others are not?

My wife received a 1099k from a place she sells online.  The numbers on the 1099k were wildly off from what Quickbooks was reporting.  She's terrible about reconciliation and upkeep and I hadn't been into her books in some time so I decided to have look.  I began reconciling month by month, and all was well until I hit mid-January of last year.  Quickbooks was missing a ton of transactions from that date onward.  Her connected checking account did not show anything else to import and she had no excluded transactions.  I've taken the following actions:

 

1.  I logged into her bank account and manually downloaded mid-January 2023 through mid-February 2023 in QBO format.  Imported that file into Quickbooks with a "import successful" message.  Still missing those transactions.

2. From her bank account, manually downloaded the same period, this time in CSV format.  I verified that the transactions in question were indeed included in the CSV file and they were.  Imported that file and got a "import successful" message.  Still missing the transactions.

3. Created a new checking account in her Quickbooks and connected the bank to it.  It downloaded through "money in" "money out" progress bars, and I got a success message.  The transactions in question were missing from that account as well.

4. My last effort was that I created a new Quickbooks company inside of my Intuit account(separate from hers), so this is an entirely different Intuit account.  I subscribed and created a new company.  Created her checking account and connected it to her bank.  Performed the full transaction download and guess what?  Still missing the transactions.

 

What in the world could be going on here?  I do not have the time to manually enter hundreds of transactions.

1 Comment 1
Clark_B
QuickBooks Team

Why are some transactions importing and others are not?

I understand how hard it must be for you, @Tawnytim.

 

I truly appreciate you taking the time to express your concerns about being unable to find the missing transactions in QuickBooks Online (QBO). For now, it is best to contact our support team to further check what's causing this by accessing your account in a secure environment and determine possible solutions to find the missing transactions.

 

Here's how:

 

  1. Go to Help.
  2. Select the Search tab, then choose Contact Us.
  3. Type in your issue or concern in the field.
  4. Hit Continue.
  5. Click the Chat or Callback option.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

 

In addition, regarding your last attempt to download full transactions from your new QuickBooks Company, and you still can't find the missing transactions. Please know that some banks have a limit on what can be downloaded.

 

I'll also add this article to guide you in reconciling your accounts so they always match your bank and credit card statements: Reconcile an account in QBO.

 

Please keep me posted on how it goes. I want to make sure you're all set. In case you still need my assistance, don't hesitate to post again. I'd be glad to help you more, @Tawnytim.

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