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Anonymous
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Hi, @TSutter.

 

Thank you for your prompt reply. I appreciate you for following the steps provided by my colleague above.

 

Yes, QuickBooks Online (QBO) is dependent on what the bank shares. If you’re unable to see all the transactions, you can download the CSV file directly from your bank for an accurate list of your transactions.

 

Refer to this article for information how you can upload CSV files in QBO: Format CSV files in Excel to get bank transactions into QuickBooks.

 

I’ve added this article for your reference in reconciling an account in QuickBooks: Get bank statements directly from your bank when you reconcile.

 

Tell me if you need further assistance regarding your statements. You can always hit the Reply button. Have a great day!

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