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QuickBooks Team

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Hi LeeB1, 

 

Whilst the goal is to have 90 days of transaction to arrive in your bank feed there are times when the bank only transfers a handful of transaction across to QuickBooks. Whilst it does not mean the bank feed is faulty, the gaps can be filled with the use of importing a Excel CSV files from your bank.

 

You can import as many transaction as you like into QuickBooks and once the import is finished, you are directed back to the Banking tab where your imported transactions are displayed on the For Review tab. You can review, add, or match each transaction. 

 

Each bank formats its CSV files differently, so importing a CSV file may not be possible for every financial institution. Please see the link here for a general overview and steps of how to import this file. 

 

Of course, being new to QuickBooks if you prefer to speak with a support team member during these steps please don't hesitate to contact us here.

 

Hope this helps,

 

-Steven