Level 1

I am getting all my transactions for last year synced but it skips in August 2019 to Dec 2019. I need those months synced to finish my taxes. Can someone help?



Yes, I'm here to help you get the missing transactions from August to December 2019 downloaded to QuickBooks Online (QBO), @stacey-blakley20


QBO automatically downloads the last 90 days of transactions from your bank. Since the program skips those five months, I'd suggest using the WebConnect process. You'll have to download transactions from your bank and manually import them into the program. This way, you can finish your taxes for last year. 


There are three supported file formats when performing the process below. These are Comma-Separated Values (CSV), QuickBooks Online (QBO), and Quicken (QFX). The maximum file size is 350 KB. Once reviewed, you'll have to download the transactions from your bank. I'll guide you how. 

  1. Log into your bank’s website.
  2. Follow the steps to download your transactions using an acceptable file format. 
  3. Set the date range (August to December 2019).
  4. Follow any on-screen instructions to finish the download.
  5. Reformat the file if necessary. 


To upload the file to QBO:

  1. Go to Banking from the left menu. 
  2. Select the Banking tab. 
  3. Choose the blue tile for the account. 
  4. Click File upload from the Update drop-down. 
  5. Hit Browse and select the file you downloaded from your bank, then click Next
  6. From the QuickBooks account drop-down menu, choose the account you want to upload the transactions into.
  7. Click Next
  8. Follow the onscreen instructions.
  9. Match the columns on the file with the banking fields in QBO, then choose Next.
  10. Hit Let's go


For detailed instructions, see the second to fifth steps through this article: Manually Upload Transactions into QuickBooks Online


Then, you can edit and categorize your transaction in the For Review tab. This ensures your financial records are accurate. For more details, check out this article: Categorizing Transactions


After that, you can reconcile your account in QBO to match your bank statement. To learn more about this process, visit this article: Reconciling Accounts.


Once done, I'd suggest partnering with your accountant to help you prepare your year-end tax return. This is the last step before you close your 2019 books. For more details, see Task 9 through this article: Year-end Guide and Checklist.


I'm here anytime you have other concerns. Enjoy the rest of your weekend, @stacey-blakley20