Quickbooks

Thank you for your efforts in reviewing the missing transactions in your account, Kendroach. To effectively address this, let's proceed with a manual upload to ensure all necessary transactions are included.

Before manually importing your transactions, let's check your filters. You may be unable to find your downloaded transactions because they could be filtered out.

Kindly follow these steps:

1. From the Banking tab, select the account you’re having trouble with.
2. Select Transactions to view a list of all transactions in the account.
3. Select Filter and check that the filters do not exclude the transactions you're looking for.
4. Adjust the filters as necessary and select Apply to see if the missing transactions appear.

If you're having trouble finding your transactions, we can manually import transactions that are 90 days old or older by downloading them from your bank. When importing your data into QBO, please ensure that you use the correct format to avoid any errors.

Here's how to import your transactions manually:

Step 1: Download your transactions

1. Sign in to your online bank.
2. Follow the said instructions to download the CSV file.
3. Check the date range for the download.
4. Download your transactions and save them on your computer.

Step 2: Import it to your QuickBooks account

1. Go to the Transactions menu at the left navigation panel and choose Bank Transactions.
2. Select the bank in question or the bank you'd want to put your transactions into.
3. Click the Link account dropdown and select Upload from the file.
4. You can either Drag and drop or select files and then hit choose Continue.
5. Follow the steps to match the columns on the file with the correct fields. Press Continue.
6. Select Yes. Once you accepted your transactions, click Done.

You can also access this material to learn about importing transactions: Manually upload transactions into QuickBooks Online.

After importing your entries, you can categorize transactions to organize your transactions effectively. 

If you require help managing your transactions, please visit our QuickBooks Live Expert-Assisted website. Our experts are available to guide you thoroughly to ensure your financial records remain accurate.

Please let me know if you need further assistance when importing your transactions, kendroach. I'll be around to assist you.