QB Issue Resolution:

We appreciate you choosing QuickBooks Online in managing your business, @kdhpmc2.

 

I can help you import your credit card transactions in QuickBooks Online.

 

After syncing your bank, only those transactions less than 90 days will get into QuickBooks. In order for all the year-to-date transactions to appear in QuickBooks, you will need to use the Webconnect Tool:

 

  1. Download transactions from your bank’s website.
  2. Login to your QBO account, select Banking from the left menu.
  3. Select the drop-down arrow next to Update at the top right, click File upload.
  4. Select Browse to find and select the file to upload, and then select Open.
  5. Select Next.
  6. Continue the prompts.

WebCon1.pngWebCon2.png

For more details, you can refer to this article: Connect bank accounts and manage imported transactions.

Resolution for Issue 'We purchased and began using QuickBook’s Online in January, of 2018. The Accountant and I just finished setting-up the Chart of Accounts and now I am going back, reviewing, and allocating all the bank and credit transactions. Our bank and credit cards have been linked since the first of the year. However, I noticed that the last time our credit card information was imported was over 100 days ago (the end of July). There are no messages to update the sign-in information. Why did these stop importing and how do I reactivate the import so all year-to-date transactions appear in QuickBooks? Thank you!' available: Yes (Solved).
Source: Intuit Community forum.

We purchased and began using QuickBook’s Online in January, of 2018. The Accountant and I just finished setting-up the Chart of Accounts and now I am going back, reviewing, and allocating all the bank and credit transactions. Our bank and credit cards have been linked since the first of the year. However, I noticed that the last time our credit card information was imported was over 100 days ago (the end of July). There are no messages to update the sign-in information. Why did these stop importing and how do I reactivate the import so all year-to-date transactions appear in QuickBooks? Thank you!: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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