cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
judsonmsc
Level 1

A years worth of my transactions are not on QB, what should i do ?

 
2 REPLIES 2
SIAB
Level 7

A years worth of my transactions are not on QB, what should i do ?

What type of transaction? Invoices, Bills, Banks, or else?

KiazzymaeC
QuickBooks Team

A years worth of my transactions are not on QB, what should i do ?

Let's take a moment to identify why your transactions are not showing in QuickBooks, Judson.

 

First, ensure you’ve logged into the correct company file, as the transactions you’re looking for may be in a different account.

 

Secondly, if your bank is connected to QuickBooks but certain transactions haven’t synced, it’s because some banks only allow syncing transactions up to 90 days old. Others may provide access to as much as 24 months of transaction history. You can check with your bank to confirm how far back they allow transactions to be connected to QuickBooks.

 

Lastly, if the transactions were entered manually, it’s possible they were mistakenly deleted. To check for this, you can review the Audit Log, which tracks all actions, including deletions.

 

As a workaround, you can manually import these transactions in a CSV file format to ensure your they are accurately recorded in QuickBooks.


If you have any further concerns, please feel free to reach out. 

Need to get in touch?

Contact us