Every business owner wants to manage their core business activities like an expert. However, they could not handle everything at once due to their many responsibilities. Hence, opting for the QuickBooks application is the right solution to supervise everything without burden.

It has advanced features that make overseeing complicated business activities easy. Besides this, most employers use QuickBooks applications for their user-friendly interface. However, users might encounter QuickBooks missing months of transactions, which is problematic when working on crucial tasks.

If you are one of the users who loses their bank transactions in QuickBooks, then read this article carefully. Here, we will talk about why you lost your months of bank transactions and how you can get them when you need them.

What is the Outline of QuickBooks Missing Months of Transactions?

Generally, this issue occurs in the system when users make several trials to connect other applications in QuickBooks or try different methods to link other applications in QuickBooks. Sometimes, users are facing QuickBooks missing months of transactions because bank account holders take time to update those lists of transactions.

One of the excellent methods to check those transactions is QuickBooks reconciliation. It can review savings, bank statements, credit card accounts, etc.

Why Do Users Not See Bank Transactions in QuickBooks Application?

Before resolving any error, you must understand why your system has triggered this problem. It can prevent you from doing things that could be responsible for this error in your system. So, follow the pointer below to understand the factors of the error.

1. Banks, credit card agencies, and financial institutions do not post the transaction list frequently. They post it for downloading until the next morning or day.
2. Some banks will show the list of transactions or any transactions list on their specific webpage, but it is advisable not to download that individual transaction until it is posted.
3. some banks do not immediately make those transaction lists visible. They hold up for a minimum of 24 hours. This is why users do not see those bank transactions recorded in the QuickBooks application.

How Do You Find QuickBooks Missing Months of Transactions?

After understanding the error factors, it is time to know the solution to find the missing months of transactions in QuickBooks. The solutions are divided by two based on the time you miss the bank transactions. So, let's check what you will do if your transactions are more than 90 days or less than 90 days.

By logging in to your bank's website, you can obtain the QuickBooks missing months of transation if those bank transactions are over 90 days. You are just required to follow your bank's directions to download the CSV files of your bank transactions. However, you must confirm to review the date range before your download.

When you get the file, you can follow the procedure to manually upload those transactions, which is mentioned below:

How to Upload the Bank Transaction Manually?

●     Select a start date.

You must remember the date of the earliest existing transactions in the account to avoid entering duplicates.

1. Start by entering the Settings option and choosing Chart of Accounts.
2. Search for a bank or credit card account where you would like to upload the transactions.
3. Now, enter the View register and press that option.
4. After that, get the date of the earliest transactions.

●     Obtain bank transactions

1. Sign in to your bank or credit card's website to get the bank transactions.
2. Next, follow your bank's directions to download CSV files of your transaction to your desktop. Each bank has individual steps to perform accordingly.
3. Recheck the date range for the download. It must be at least one day before the date of your earliest transaction.
4. Now, save the file where you can access it easily after downloading your bank transactions.

●     Check the size and file format.

First, you have to open and check the file you downloaded. You must verify it is in the correct format befor you upload it.

Remember, the maximum file size is 350 KB. If the file is huge, shorten the date range and download transactions in smaller portions.

●     Bank transaction upload manually

If the user accounts are connected to online banking, then you can follow the instructions below:

1. First, enter the Transactions, go to the Bank Transaction, and press the option.
2. Choose the blue tick for the account to which you wish to upload the transactions.
3. Now, press the Link account, which is situated in the drop-down, and after that, click the Upload from file option.
4. Afterward, click the drag and drop or select files and choose the file you downloaded from your bank, and after that, press the Continue option.
5. Next, press the account you wish to upload the bank transactions in the QuickBooks accounts and go to the Continue option to press it.
6. After that, you must follow the instructions pop-up on the screen to match the columns on the file with the correct section in QuickBooks and tap the Continue option.
7. choose the transaction you wish to import and hit the Continue button.
8. Lastly, choose the Done option whenever you ready your transactions.

Follow the procedure if you are a user not linked to your bank account in QuickBooks.

1. Go to the Transaction option and choose the Bank transaction.
2. Next, enter the Upload transaction option to press it.
3. After that, press the Drag and drop or select files, choose the file you downloaded from your bank, and press the Continue option.
4. Now, go to the account you want to upload the transactions, press it in the QuickBooks accounts, and tap the Continue option again.
5. Then, follow the guidelines on the screen to equal the columns on the file with the correct section in QuickBooks and hit the Continue option.
6. Next, choose the transaction you wish to import and press the Continue option.
7. Go to the Yes option to press it.
8. Lastly, press the Done option when accepting the transaction.

●     Classified the bank transactions

Now, you have the bank transaction in your QuickBooks application. Then, it is the perfect time to match and categorize those bank transactions. The bank transactions go into your accounts after you check them.

Also, QuickBooks allows specific information if you set up any banking laws or if it recognizes transactions.

●     Compare those bank transactions.

The last and final procedure is to compare those bank transactions in the QuickBooks application. It can confirm that your account books are correct; there are no backed transactions.

If you are missing your transactions and those are within 90 days, then run a manual update to download them into the QuickBooks application. Here is how you can retrieve your missing bank data.

1. start by going to the Bookkeeping option and then choosing the transactions.
2. After that, choose the Bank transaction.
3. Next, press the Update option.

Next, follow these instructions to check and classify your bank transactions.

●     Download the recent bank and credit card transactions

You can refresh the currently available transactions every 24 hours. A few may take a little longer. Besides this, you can manually update your accounts.

1. Enter the Transactions option and go to the Bank Transaction to press it.
2. Next, click on the update option.

●     Check and designate the downloaded transaction

1. Click on the Transaction and press the Bank Transaction.
2. Then choose the tick for the account you wish to check.
3. After that, press the For Review tab to start your review.

Wrapping Up!

Managing accounting is one of the crucial things that every business owner handles appropriately. However, losing all your bank transactions in QuickBooks might be troublesome for business owners to operate business. Hence, resolving the QuickBooks missing months of transactions is essential before it gets too late. In this article, we have learned about this error, its causes, and easy solutions to eliminate it.