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JeveeAdvin__la
QuickBooks Team

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Hello, @bbridges1. I can guide you on how to recover the transactions you're missing from October and November.
 

For transactions that are more than 90 days old, you can retrieve the missing data by logging onto your bank's website. Simply adhere to the instructions provided by your bank for downloading CSV files of your transactions to your computer. Don't forget to verify the date range prior to downloading.

 

After obtaining the file, you can proceed by following the instructions in this article: Manually Upload Transactions into QuickBooks Online. This guide provides comprehensive steps for importing transactions for both accounts that are linked and not linked to online banking.

 

Alternatively, you can manually update your accounts anytime to get the most recent transactions. 

 

Here’s the method:

 

  1. Go to Transactions.
  2. Select Bank transactions.
  3. Click on Update.

 

Refer to this article for a detailed guide on how to find the missing transactions in QuickBooks Online.

After that, use this link to guide you on how to categorize and match online bank transactions in QuickBooks Online. 

 

Feel free to reach out if you have any further inquiries or need assistance with additional banking matters. I'm here to assist you.

 

 

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