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Replying to:
MariaSoledadG
QuickBooks Team

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It's great to have you here! I have some details that I want to share, Tom.

 

Before we start, may I know what is the name of your bank? Many banks are switching to a new connection service called OAuth. This entails more security when transmitting information between the bank's system and QuickBooks Online (QBO). This is also the main reason why some information is masked with X's. 

 

On the other hand, QuickBooks is dependent on the information you share.

 

You can manually upload bank transactions from our bank and manually import them to see the information if you want to show the data you need: I've added these steps to show you how.

 

  1. Select Bank transactions from the BOOKMARKS ▼.
    Tip: You can also select Bank transactions from the Transactions tab in the MENU ▼.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Select the Link account dropdown and then Upload from file.
  4. Select Drag and drop or select files and select the file you downloaded from your bank. Then select 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. Select Yes.
  9. When you accept your transactions, select Done.

 

Furthermore, QuickBooks downloads the latest transaction. Learn more on how to add and categorize them. Go through this article: Categorize Online Bank Transactions In QuickBooks Online.

 

Keep in touch if you need further assistance with banking. I'm always right here to help you anytime. 

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