Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I totally get how tough it can be to deal with missing bank statements for reconciliation, especially after a disconnection. But no worries! I’m here to help you sort this out.
In QuickBooks Online, if you lose your connection to a bank account, you shouldn't permanently lose any previously synced data. When you reconnect, QuickBooks can usually pull in historical data, but this may depend on the bank's rules about data access.
To fix the issue of missing 8 months of data: Check the connection settings to make sure everything is set up correctly. Also, confirm that the date range for importing data includes the missing months.
If you can't get the data back through QuickBooks, you can manually upload the missing bank statements using the File Upload option in the banking section.
After completing the following procedures, you can proceed to categorize them. For guidance on how to match transactions from the Banking page, refer to this guide for more insights: Categorize online bank transactions in QuickBooks Online
Additionally, you can explore these resources to gain more ideas on reconciliation, which may be helpful:
Hit Reply button if you have unanswered questions about bank transactions. I'll ensure to assist you as soon as possible.
You can use csv2qbo converter tool as a workaround. It's $60 one time license.
https://www.moneythumb.com/?ref=110
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here