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gillian-o-witter
Level 1

How do I pull all my transactions from my bank account into Quick books for 2022?

I can only pull my last three months.
2 Comments 2
JamesM4
QuickBooks Team

How do I pull all my transactions from my bank account into Quick books for 2022?

Hi there, 

 

Thanks for taking the time to connect with us here. QuickBooks is a versatile program that makes it easy for you to keep track of your transactions. I'll be happy to provide more info and make sure you're on the right track with your banking. 

 

To get started, it's important to note that QuickBooks downloads 90 days worth of transactions. You'll have to manually upload any transactions that go beyond the 90 days. Here's a helpful article that shows you how to: 

Manually upload transactions into QuickBooks Online. In case you come across duplicate transactions, you can delete them by following the steps below:

1. Navigate to the Banking menu.
2. Click on the For Review tab.
3. Select the checkbox of the transactions to exclude.
4. Hit Exclude.

 

I encourage you to go through that article and if you have questions, don't hesitate to reach out to me. I'll be one message away in case you need help with anything else. Have a great rest of the week!

Fiat Lux - ASIA
Level 15

How do I pull all my transactions from my bank account into Quick books for 2022?

@gillian-o-witter 

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

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

 

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