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Downloading bank transactions

I downloaded my initial bank transactions, which was limited to 90 days of transactions.  How do I download the rest of the year?

Best answer 12-16-2018

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QuickBooks Team

Re: Downloading bank transactions

Let me help with your banking transactions, drwillf1. 

 

You can check with your bank to see if they can give you a CSV file of your banking transactions. Then, import them to QuickBooks Online. Here's how:

 

  1. Go to the Banking menu and select Banking
  2. Select the bank or credit card account. 
  3. Click the drop-down arrow beside Update and select File upload.
  4. Click Browse, then look for the file and click on it.
  5. Click Open
  6. Follow the on-screen instructions to upload the file. 

You can also use Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX) files in case your bank doesn't support CSV files. Check out these guide articles for more details: 

 

Leave a reply below if you need anything else. Have a great day!

1 Comment
Highlighted
QuickBooks Team

Re: Downloading bank transactions

Let me help with your banking transactions, drwillf1. 

 

You can check with your bank to see if they can give you a CSV file of your banking transactions. Then, import them to QuickBooks Online. Here's how:

 

  1. Go to the Banking menu and select Banking
  2. Select the bank or credit card account. 
  3. Click the drop-down arrow beside Update and select File upload.
  4. Click Browse, then look for the file and click on it.
  5. Click Open
  6. Follow the on-screen instructions to upload the file. 

You can also use Quicken (QFX), QuickBooks Online (QBO), or Microsoft Money (OFX) files in case your bank doesn't support CSV files. Check out these guide articles for more details: 

 

Leave a reply below if you need anything else. Have a great day!