There are missing Bank transaction months in my QuickBooks. How do I add or update my QuickBooks account?

Hello there, @lpnicholas2. Are you seeing a specific error message on your screen? Is the gap happening between two specific months, or is it just one particular period that’s gone missing?

 

QuickBooks Online automatically attempts nightly batch refreshes, but delays may occur if your bank is down for maintenance or has updated its connection settings. You can log in to your bank’s website to check for any alerts, new security requirements, or display issues that might be blocking the data from flowing into QuickBooks.

 

To update your QuickBooks account, you can navigate to Transactions>Manage Accounts>Refresh All. This forces QuickBooks to pull any data that may have stalled due to a connection issue. If you see a Fix it or Update button next to your bank name, click it to re-authorize your credentials and resume the automatic flow.

 

If the missing months are older than 90 days, the automatic sync likely won't reach them, so you'll need to manually import the data. Log in to your bank’s website, download a CSV file for the specific missing period, save it to your computer, and then upload the file manually.

 

We’re always here to help you if you have any other concerns.