Bank Transactions

Hi there, melis.

I understand that it's important to have a seamless and efficient process for importing transactions into QuickBooks Online. The software is designed to automatically download transactions from your bank account within the last 90 days. However, consider alternative methods if you need transaction data before that period. 

One option is to utilize other data import options within QuickBooks Online, such as CSV file imports. This allows you to import transaction data in bulk, saving time and effort. However, ensuring the data is formatted correctly before importing it is essential, as any errors can cause issues with your accounting records. 
 

You can follow the steps below to bring them into QuickBooks.

1. Sign in to your bank website and download the transactions.
2. Log in to your QBO account, go to the Transactions menu, and choose Bank Transactions.
3. Click the Link account drop-down arrow and select Upload from the file.

For instructions on manually uploading bank transactions to QuickBooks Online, please visit this article: Uploading transactions into QuickBooks Online.

Additionally, you can use these articles in QuickBooks to review, categorize, and reconcile your accounts.

• Categorize and match online bank transactions in QuickBooks Online.
• Learn the reconciliation workflow in QuickBooks.

If you have any further questions or need assistance with any other aspect of QuickBooks Online, please don't hesitate to let me know. I'm here to help. Have a great day!

@melis-gaiaoliva- 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110