cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Have not updated bank transcations in a while. I just did an update and my 2018 transactions did not update. Why would they not update?

 
2 Comments
BRC
Established Community Backer ***

Re: Have not updated bank transcations in a while. I just did an update and my 2018 transactions did not update. Why would they not update?

Banks usually make transactions available in the last 30 - 90 days.  After that they don't download.

Community Manager

Re: Have not updated bank transcations in a while. I just did an update and my 2018 transactions ...

There's a way to upload more than 90 days worth of bank transactions, andrew-kummer.

 

In addition to BRC's answer, you can manually upload bank transactions instead. If you can get a CSV, QFX, QBO, or OFX file from you bank, here's how to upload it:

  1. Go to Banking.
  2. Click on Upload file.
  3. Click on Browse
  4. Click on Next
  5. Choose the QuickBooks Account and click on Next.
  6. Click on Next.

Here's a great resource for your reference: How to upload more than 90 days of bank transactions.

 

If there's anything else that I can help you with, please don't hesitate to post them. Have a great day!