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wspc20-yahoo-com
Level 1

I have connected to PayPal but it has only loaded transactions from 16 Nov 22. I need transactions from 1 July 2021 to 30 June 2022. How do I get these to load?

 
4 Comments 4
IntuitAika
Intuit

I have connected to PayPal but it has only loaded transactions from 16 Nov 22. I need transactions from 1 July 2021 to 30 June 2022. How do I get these to load?

Hi wspc20-yahoo-com,

 

Thanks for posting in the Community! QuickBooks Online allows you to connect your bank account to automatically download your bank transactions. Once connected, some banks let you download the last 90 days of transactions. Others can go back as far as 24 months. If you need your historical bank transactions be added in QuickBooks Online, we can manually import your bank transactions via CSV file.

 

First thing we will need to do is to export your bank transactions from your bank in CSV format. Then make sure your file has the following columns: Date, Description and Amount (or Debit and Credit). Once saved in your computer, let's go ahead and import it in QuickBooks Online.

 

  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 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 will now be directed to the Downloaded Transactions window where the imported transactions will appear under the For Review tab.

 

You can check on this article for more detailed information: Import Bank transactions via CSV.

 

Feel free to drop a comment below if you have any other questions on importing your bank transactions. I'm here to help. Have a great day! 

wspc20-yahoo-com
Level 1

I have connected to PayPal but it has only loaded transactions from 16 Nov 22. I need transactions from 1 July 2021 to 30 June 2022. How do I get these to load?

When I try to do this I receive the following message: "File length exceeded the allowed limit (1,000 rows)."

 

IntuitAika
Intuit

I have connected to PayPal but it has only loaded transactions from 16 Nov 22. I need transactions from 1 July 2021 to 30 June 2022. How do I get these to load?

Thanks for getting back, wspc20-yahoo-com. You can only import spreadsheets with less than 1,000 rows. We suggest splitting your spreadsheet into smaller files and importing them separately. This ensures that they'll all be imported successfully and without issues.

 

Please let me know if you need further assistance with importing your bank transactions. I'll be here to help you.

Fiat Lux - ASIA
Level 15

I have connected to PayPal but it has only loaded transactions from 16 Nov 22. I need transactions from 1 July 2021 to 30 June 2022. How do I get these to load?

@wspc20-yahoo-com 

Use a backup restore app to lower any risk.

https://partnerwithus.rewind.com/quickbooks

 

You can also use a converter tool to import data as a workaround.

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