Hi,
I have a few thoughts based on your description.
First, QuickBooks Online has several filters in the Bank Transactions view that can hide transactions. Check the For Review / Categorized / Excluded tabs and any date filters, sometimes older transactions default to Excluded, so they don’t show up in the main list. Also, bank rules you might have set up in QBO can automatically categorize and even add transactions, which can make them invisible in For Review.
Second, bank data limits: QBO can behave strangely when importing very large historical datasets. You mentioned the old version shows all transactions – this often means the import worked, but the new interface hides some due to display logic or rules. One way to verify is to export bank transactions to Excel from both versions and compare counts. That confirms everything is actually there.
Third, if you want to stay in the new version without re-categorizing, try temporarily turning off bank rules or check the Excluded tab. Sometimes, hidden transactions are just waiting for manual approval.
Finally, if time is tight for your taxes, using the old QB Online version for 2024 reporting might be the safest option, then you can reconcile the new version for 2025. Long-term, after closing 2024, I’d recommend reconnecting the accounts in the new interface and testing a small date range before moving all historical transactions.
In my experience, the issue is rarely lost data – QBO is just hiding it due to filters, rules, or categorization conflicts. Once you address those, everything should appear.
