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How do I import CC transactions that are older than 5 months?

My bank does not allow me to manually download CC transactions older than 5 months of data.  How do I import CC transactions into QB Premier prior to this date? 

Best answer 11-28-2018 12:31 AM

Accepted Solutions
QuickBooks Team

Re: How do I import CC transactions that are older than 5 months?

Thanks for getting back to me, AMT2.

 

In this case, I'd recommend contacting your bank to check if they can provide the bank files older than 5 months. 

 

If not, then you will have to manually enter the transactions in QuickBooks. 

 

Please let me know if there's anything else you need.

4 Comments
QuickBooks Team

Re: How do I import CC transactions that are older than 5 months?

Hi AMT2,

 

You can use the WebConnect (.QBO) feature to import the transactions in QuickBooks. The (.QBO) files can be downloaded from your bank's website and saved it on your computer.

 

Then, follow these steps to import the WebConnect file:

  1. Click File located in the upper left-hand corner.
  2. Select Utilities, and choose Import, then Web Connect Files.
  3. Select the .QBO file saved on your computer, and then click Open.
  4. When prompted to Select Bank Account, choose: Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks. Otherwise, click the Create a new QuickBooks account.
  5. Click Continue and a dialogue box show up telling you that the data has been successfully read into QuickBooks.
  6. Click OK.

Once done, go to the Bank Feeds Center and review your transactions.

 

You can also check this article for more information: Import WebConnect (.qbo) Files.

 

If there's anything else you need help with QuickBooks, please let me know. Thanks.

Experienced Member

Re: How do I import CC transactions that are older than 5 months?

Correct-- I was able to easily download the bank files that were less than 5 month old on the website by importing them as QBO files.  However, that was not my question. 

 

My question was how to download files that are NO LONGER available on the bank website.  The transactions I need are from May & June (over 5 months ago), which are no longer accessible on the site.  How do I import these transactions into QB if they are not available as downloads?  Manually enter them on the Registry one by one? 

QuickBooks Team

Re: How do I import CC transactions that are older than 5 months?

Thanks for getting back to me, AMT2.

 

In this case, I'd recommend contacting your bank to check if they can provide the bank files older than 5 months. 

 

If not, then you will have to manually enter the transactions in QuickBooks. 

 

Please let me know if there's anything else you need.

BRC
Established Community Backer ***

Re: How do I import CC transactions that are older than 5 months?

If the bank offers other types of download, then you may be able to import that data, once modified.

For example, if you can download your history in CSV or Excel format, then you can use our BRC IIF Transaction Creator Pro  to convert it to an IIF file for import directly into your Credit Card account register.