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Level 1

Why is some months not synced with my bank account?

6 months from last year not synced with quick books. There is no data for that .omth
2 Comments 2

Why is some months not synced with my bank account?

Hello @petersonswastese,


Welcome to the Community. I can provide clarification about how the QuickBooks Bank Feeds feature works.


When you link a bank account, QuickBooks downloads your bank transactions automatically. Some banks let you download the last 90 days of banking data, and others can go back as far as 24 months.


The range of transactions will solely depend on the bank or financial institution. To bring older data into QuickBooks, you'll need to download statements from your bank's website and upload them manually.


Here's how:


  1. On the left navigation bar, click Banking.
  2. Select the bank account.
  3. Press the Link account drop-down, then select Upload from file
  4. Upload the file and click Continue.
  5. Choose the bank account you've created in QuickBooks. 
  6. Hit Continue.


Additionally, here's an article you can check for additional guidance in categorizing bank transactions in QuickBooks: Connect bank and credit card accounts to QuickBooks Online.


Leave a comment below if you need more help bringing over data from your bank. The Community and I will be around to help you.

Fiat Lux - ASIA
Level 15

Why is some months not synced with my bank account?


Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed.


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