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Created with Sketch. En savoir plus sur comment catégoriser et apparier des opérations bancaires après avoir connecté vos comptes bancaires et de carte de crédit dans QuickBooks en ligne. En savoir plus
cdarras-mecjex-c
Nouveau membre

Problem: unable to load transactions from bank (inside the 90 days period) from a certain interval of time.

It did this last quarter too. I am connected to Desjardins AccesD Affaires and it can't load transactions of my credit cards from the month of may up to june 20th (but transactions from april and july do appear!).
1 RÉPONSE 1
MJ_R
Équipe QuickBooks

Problem: unable to load transactions from bank (inside the 90 days period) from a certain interval of time.

Hi cdarras-mecjex-c,

 

Welcome to the Community! It's essential to access your banking transactions to keep your books up to date. QuickBooks Online is a great program that gives you the ability to easily track your sales and expenses. I'd be glad to help. 
 

QuickBooks Online offers the option to manually import banking transactions using qbo,qfx,ofx or CSV excel file. You can export your bank transactions to one of these files and then import them into QuickBooks. For CSV excel file, I encourage you to review this article on how to format CSV files in Excel to get bank transactions into QuickBooks.

 

Once you have the file, You can refer to the following steps to import your transactions into QuickBooks.

 

  1. Click on the Gear icon
  2. Select Import data
  3. Select Bank data
  4. Upload your file and follow the prompts to complete the import

 

This type of issue can also be caused by browser cache and cookies as they can prevent the system from functioning effectively. I encourage you to refer to the following steps to complete some browser troubleshooting.
 

If the steps provided above don't work, I recommend that you contact our customer support team. They'll be able to take a closer look at your account. Here are some options available to reach out to our team.

 

  • Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
  • Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: FacebookTwitter, and Instagram.

 

Let me know if you have any questions, I'll be happy to help.

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