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missing bank transactions
banking transactions missing from may - october even tho i am synched with bank
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Banking
Can you download the bank statement in csv or pdf from your bank?
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Banking
If certain transactions haven't automatically synced from your bank, you can manually upload transactions directly into QuickBooks Online to ensure your financial records are complete and up-to-date, DCP. Follow the steps given below.
Before manually importing the transactions, Chrea is correct. You must first download or save those transactions from your bank's online platform in a CSV format.
Once you have the CSV file, here's how to upload it in QuickBooks:
- Go to Transactions, then Bank Transactions.
- Select the account you want to upload the transactions into.
- Choose Upload from the file from the Link Account dropdown.
- Drag and drop or select the file you downloaded from your bank and click Continue.
- Follow the given steps to proceed.
- After that, confirm by selecting Yes, then Done to complete the process.
If you still can't find the transactions, consider opening this material for more guides on how to check different areas of your accounts to find missing transactions in QuickBooks Online (QBO): What to do if you can’t find downloaded transactions in QuickBooks Online.
Additionally, here's an article if you want to learn how to categorize transactions uploaded to QuickBooks to provide a clear and organized financial view of your business: Categorize online bank transactions in QuickBooks Online.
Moreover, if you have lots of transactions to manage, consider QuickBooks Live Expert Assisted. This service offers the assistance of certified professionals who can help streamline your bookkeeping processes.
Would you like to learn how to set up bank rules to categorize transactions in QuickBooks, or do you have questions about missing transactions? Let me know in the thread. I'm here to assist you.
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Banking
I am having this exact same issues. All of my banking transactions are missing from 4/13/2024 - 10/12/2024
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I am having the exact same issue. All banking transactions from 3/13/2024 - 10/14/2025 are missing in Quickbooks register. All transactions before and after this period are accurate. The sync is active and pulling in the correct transactions from this week
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Banking
You can manually upload your missing bank transactions to QuickBooks Online (QBO), User_1234567.
First off, may I know which bank you are using to connect with QuickBooks? This information will help us provide an accurate solution to your concern.
Meanwhile, since you mentioned that the missing transactions were only from April 13, 2024, to October 12, 2024, I suggest contacting your bank for possible ongoing maintenance about pulling in transactions to QBO.
Also, you can utilize the Upload from file to manually upload your missing transactions on the mentioned date with the supported file types, using the steps provided by my colleague above.
You can also check out this article for detailed information about manually uploading bank transactions to QBO: Manually upload transactions into QuickBooks Online.
The entire QuickBooks and other members of the forum are always here if you need more help from us.
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Banking
Hello there, User_1234567.
It appears that you've posted your question about missing bank transactions twice. My colleague has already shared some detailed information to assist you. You can check it out through this link: https://quickbooks.intuit.com/learn-support/en-us/banking/missing-bank-transactions/01/1544557#M1223...
If you have additional concerns about QBO, you can reply below or start a new discussion in the forum. We're here to help you.
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Banking
Another option, use csv2qbo converter tool as a workaround. It's a $60 one time license.
https://www.moneythumb.com/?ref=110