Hello there, Georgie2. Let's handle the duplicate transactions and missing entries properly.
Yes, we can disconnect and reconnect the bank to bring other transactions. However, there are other solutions we can try before performing it.
Once we connect our bank account to the program, QuickBooks depends on what your bank share with us. The discrepancy between the bank and QuickBooks balance differs on the data from your bank and transactions recorded within your QuickBooks account. To keep our bank data accurate, let's consider categorizing and matching your downloaded transactions based on your bank statement: Review downloaded bank and credit card transactions.
Also, QuickBooks automatically imports the last 90 days' transactions from your account. If those missing transactions are more than 90 days, we'll have to import them manually using Web Connect. We can check this article to know more about the process: Manually upload transactions into QuickBooks Online.
On the other hand, if the missing ones are within 90 days, we can try running a manual update. Here's how:
- From the left menu, select Banking.
- Select Update.
- If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.
I've collected additional resources to learn more about reconciling accounts in QBO:
If you still have follow-up concerns about bank transactions, please let me know anytime. I'm always here together with my colleague to help you further. Stay safe always.
