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Intuit

How to upload more than 90 days of bank transactions

QuickBooks Online connects to thousands of financial institutions so you can automatically download bank transactions. You can upload transactions from checking, savings, credit card, money market, and line of credit accounts to QuickBooks Online.

Some banks call this feature WebConnect.

When you first connect your account, QuickBooks downloads up to the last 90 days of transactions.

If you need more than 90 days of transactions, you can export additional historical transactions from the bank and upload them into your QuickBooks company.

To upload or import bank transactions, you must first download transactions from your bank's website in a file format that QuickBooks Online supports, and then upload that file to your QuickBooks Online company.

Use the information in the following sections to download your transactions and upload them to QuickBooks Online

QuickBooks Online file requirements

The maximum file size you can upload to QuickBooks Online is 350 KB.

To check file size, right-click the file and choose Properties. The file size is specified on the General tab.

In addition to file size requirement, QuickBooks Online supports only the following file formats or types:

  • Comma-Separated Values (CSV). CSV files may require additional mapping. See Import bank transactions from Excel CSV file to QuickBooks Online for more information
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX) 
Warning 

Quicken Interchange Format (QIF) file is not supported.

If you attempt to upload a file in an unsupported format, you will receive an error message.

Download transactions from your bank's website

  1. Sign in to your bank's website.

  2. Follow your bank's online process to download your transactions to your computer.
  3. Depending on your bank's available features, choose transactions from specific or multiple accounts, or select a date range for transactions.
    If you're adding historical transactions for a connected account, make sure you specify a date range earlier than the last 90 days. If you overlap date ranges, you may end up with duplicate transactions, which you must then delete or exclude.

    Because QuickBooks Online only supports files sizes up to 350 KB (kilobytes), if you're downloading a lot of transactions, you may need to download smaller date ranges.

  4. Choose a supported file type for the download file.

    If you attempt to upload a file in an unsupported format, you will receive an error message.

  5. Note the name of the file you downloaded, and the location you downloaded it to so you can easily find it to upload.

Upload the file to your QuickBooks Online company

  1. From the left menu, select Banking, and choose Banking.

  2. From the Update drop-down menu, select File upload.

    If you’ve never connected an account, you can select Upload transactions manually.

  3. Select Browse and choose the file you downloaded from your bank.

  4. Select Next.

  5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next.
    If you don't have an account set up yet, you can select Add New to add an account.
  6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields.
    You can also upload CSV bank transactions through the Import Data page. To do so, select the Gear icon, and, under Tools, select Import Data, then select Bank Data.
  7. Select Next.

    If you attempt to upload a file in an unsupported format, you will receive an error message.

  8. Select Let's go! (or Finish).

    QuickBooks uploads the bank transactions to the accounts you've selected, and returns you to the Bank and Credit Cards transactions page, where you can review, add, categorize, or match transactions, and accept them into QuickBooks Online.

Note 

If the oldest transaction in your upload file is dated earlier than the opening balance date in the register (or account history) in QuickBooks Online, the opening balance and date will change, resulting in a duplicate opening balance entry.

 

Troubleshooting WebConnect errors

The following are some commonly seen errors when using WebConnect, along with ways to get back up and running.

  • Please fill out at least one account
    This error appears if you didn't choose a file in the first screen of the mini-interview. Browse for and select the file you want to upload from the bank.
  • The uploaded file contains invalid transaction amount information
    The file contains at least one transaction with an amount that exceeds 11 digits. We can't download transactions with these amounts, and the transaction will need to be manually entered.
  • An Online Banking update is currently in progress
    This error appears when you try to run a WebConnect upload at the same time that an automatic update is running.
    Generally, you should not use WebConnect if you use automatic downloads, as you may generate errors or duplicate transactions.
  • We were unable to upload the file. Please start over and re-select the file you want to upload and QuickBooks Online couldn't upload your file. Please click Save again, or try again later
    The first message is usually caused by a timeout during upload. After 2 minutes of trying to upload the file without success, a timeout occurs.
    The second message appears if the upload can't be completed because of a server error or other problem.
    The solution for both messages is the same - wait a few minutes, then try the upload again.
  • Sub/Parent account download errors
    The following error messages all indicate that the account you are uploading to is either the parent account or a sub account of an account that is already connected to online banking:
    • Errors with Sub/Parent account download - You can't upload to an account if it is a parent or a sub account of another account that is already set up for Online Banking
    • (Parent Account Error) - The account, [Account Name], has a sub account that is already connected to an account at one of your banks
    • (Sub-account Error) - The account, {Account Name], has a parent account that is already connected to an account at one of your banks

    WebConnect will not let you upload transactions to the parent or sub account of a connected account.

    To set both accounts up, you must temporarily disconnect the connected account from banking downloads (for more information, see Disconnect, remove, or delete a bank or credit card account from the Downloaded Transactions page), and run the WebConnect download for the other account. You can then reconnect the connected account.

  • The uploaded file is of a different type than these account(s)
    This warning appears when you try to download transactions from one type of account into a different type within our system - for example, downloading checking account information into a credit card account.
    You can select OK to continue the download.
  • ! Bank Error
    If you see any of the following text listed under the bank name, ! Bank Error during the upload, there was a problem with the file.
    • General error (ERROR)
    • General account error (ERROR)
    • Account not found (ERROR)
    • Account closed (ERROR)
    • Account not authorized (ERROR)
    • Duplicate request (ERROR)
    • Invalid date (ERROR)
    • Invalid date range (ERROR)

    Hover your mouse over the text ! Bank Error to see a message with an explanation and the financial institution's contact information.These errors are not generated for conditions we can fix directly, but, depending on how your bank offers the data on their website, you can try downloading a smaller date range (working from the most current date backwards), or try a different file type if your bank offers different WebConnect file types.

    If these steps don't address the problem, contact your bank to have the download file repaired or replaced, and check the bank's parameters for file downloads on their website.