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Replying to:
AbegailS_
QuickBooks Team

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Thanks for joining, @MaryBee1.

 

I wish you didn't go through this. I'm here to share information regarding how to get your missing data. 

 

The importing process usually fails due to incorrect mapping or formatting in your CSV file. To resolve this, I suggest checking that the data is in the correct format. Once ready, you can then upload the missing transactions manually. Let me guide you on how:
 

  1. On your QBO account, go to the Banking tab.
  2. Choose the blue tile for the account you want to upload the transactions into.
  3. Select the Link account dropdown and then click Upload from file.
  4. Click Drag and drop or select files, then select the file you downloaded from your bank. Then click on Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you would like to import. Then select Continue.
  8. Tick Yes.
  9. When you accept your transactions, select Done.


For detailed steps, kindly visit: Manually upload transactions into QuickBooks Online.

 

Here's also an article to know more of what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Once everything is in order, you can visit this resource so you'll have a guide to ensure your transactions are put in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

 

Feel free to comment below if you have questions about manually uploading transactions to QuickBooks Online. I'm always here to help. 

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