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Good day, Darryn. Allow me to share some insights about how the online banking feature works.
When you connect your bank and credit card accounts, QuickBooks Online automatically downloads your transactions up to a certain date. Most financial institutions only allow 3 - 6 months worth of data. If you need to get the older ones, you'll have to manually import them into the program.
To get started, sign in to your bank's website and follow their instructions to download your transactions in QBO, CSV, or QFX format. Take note that the maximum file size is 350 KB. If it's too big, shorten the date range and download your data in smaller batches.
When you're ready, here's upload them:
- Go to Bookkeeping, then Transactions.
- Choose Bank transactions, then click the blue tile of the appropriate account.
- Select Upload from file from the Link account drop-down menu.
- Pick Drag and drop or select files, then locate the file you downloaded.
- Set the account and match the columns on the file with the correct fields in QBO.
- Tap Continue, then tick the checkbox of the transactions you would like to import.
- Follow the onscreen steps to complete the process.
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Once done, it's time to categorize them and reconcile your accounts to ensure that your books are accurate.
Drop me a comment below if you have any other banking questions. I'll be happy to help you some more. Thank you for checking out the Community space!