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When you first connect your credit card account, some banks allow you to download the last 90 days of transactions, while others can provide transactions going back as far as 24 months, @narkis. I will explain this more.
Depending on your bank, you can download at least the past 90 days or 24 months of transactions. If your transactions exceed the given time frame, you can manually upload them to your QBO.
However, if you can't locate a recently downloaded transaction or new transactions are not appearing, you can update your bank transactions within QBO. Here's how:
If you're still not seeing the transactions in QuickBooks, you can start by checking the specific bank or credit card tile from which you downloaded the transactions. These are the guides to where you should look:
Once the issue persists, you can check this link and follow steps 3 and 4 for guidance: What to do if you can’t find downloaded transactions in QuickBooks Online.
Moreover, you can also reconcile your account in QBO to effectively manage financial risks by promptly identifying errors, discrepancies, or irregularities. For a guide, see this link: Reconcile an account in QuickBooks Online.
Tag me if you still have questions regarding your credit card transactions in QBO. I'm here, always dedicated to helping you.
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