I can help you with adding missing transactions from your account by importing them into QuickBooks Online, @usercharlesisrenting.
The transactions and amount of data that can be pulled-up from your bank account depends entirely from them. You can import those transactions through the WebConnect process.
You’ll have to manually download the transactions from the bank. Then, import the file to your account.
Download bank transactions:
- Go to your online banking account to get your file.
- Check or follow your bank’s instructions to get a copy of the data and then save it on your computer.
- Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
- Please take note of the supported file format and size. It should be either a Comma-Separated Values (CSV) or a QuickBooks Online (QBO) file.
- Download your transactions and save the file to your desktop.
To import the file to your QuickBooks account:
- Go to the Banking menu and select the bank where you’re uploading the transactions from the Banking tab.
- Click the Link account drop-down and select Upload from file.
- On the window that appears, click the Browse button and choose the file that you’ll be downloading.
- Click on Open, then Next.
- Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
- Click on Let's go. QuickBooks will now add the transactions to your account.
Here's more information about adding your transactions manually in QuickBooks Online (QBO): Manually upload transactions into QuickBooks Online.
After adding your transactions, you can now match and categorize those transactions and reconcile them to ensure your books are accurate and there aren't any duplicate transactions:
Let me know if there’s anything else that I can assist about importing your missing transactions or anything else, by leaving a comment below. I'm always willing to help. Have a great day!
