First, could you please confirm if you have recently linked your bank accounts to QuickBooks? If so, it’s important to note that when connecting your account, some banks allow you to download transactions for the last 90 days, while others offer data going back as far as 24 months. This is why transactions from 2023 can't be automatically uploaded to QuickBooks.

Since you've mentioned that you can no longer download your 2023 transactions as a CSV file from your bank's website, I recommend visiting your bank to request physical copies of your bank statements. You can then manually enter this information into Excel, save it as a CSV file, save it in either a 3-column or 4-column format, and upload it to QuickBooks.

For future reference, you may find this guide helpful for organizing your transactions: Categorize transactions in QuickBooks Self-Employed.

Just click the Reply button below if you have more questions.

kristina-marlowAuthor

Thanks for your response.

• I first linked my four bank accounts to QuickBooks when I became a subscriber back in 2019. Yesterday, when I realized that quarterly transactions from several of the accounts were missing, I "refreshed" all of the accounts (as instructed by the website).

Some still failed to upload.

• I am able to access statements containing the missing transactions by going to each of the financial institutions' websites; however, those statements are downloadable only as PDFs. I *can* then manually enter this information and upload it to QuickBooks, as you suggested - but I pay for a subscription to QuickBooks so that I don't have to.

SIAB

Level 2

@kristina-marlow

Another option, use pdf2qbo.

https://www.moneythumb.com/?ref=110

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