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benoydevadatha-g
Level 1

Can I download the old bank feeds for an account that i recently linked? To be specific, I linked a credit card account in December 2022. Can i download from July 2022?

 
1 Comment 1
IntuitAika
Intuit

Can I download the old bank feeds for an account that i recently linked? To be specific, I linked a credit card account in December 2022. Can i download from July 2022?

Hi benoydevadatha-g,

 

Thanks for posting in the Community! You can download your historical bank transactions manually via .CSV file in QuickBooks Online. First thing you'll need to do is to login to your online banking and download your bank transaction data. Once done, you can follow these steps to import your bank transactions.

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions.
  2. Under the dropdown arrow next to Link Account, select Upload from file
  3. Select Browse and choose the appropriate .CSV file then click Next.
  4. From the QuickBooks Account drop-down, select the appropriate bank or credit card account, then click Next.
  5. Map the statement fields according to your .CSV file's format then click Next.
  6. Put a check mark on the transactions to import then click Next.
  7. Select Yes on the notification asking if you want to import now.
  8. Select Let’s go when you get the Import Completed window.

 

You can view the downloaded bank transactions under the For Review tab where you can categorise, match and add your transactions.

 

For more detailed information, you can check on this article: Import Bank transactions via CSV.

 

Feel free to drop a comment below if you have any other questions. I'll be around to help you.