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chef-adam-barski
Level 1

How to pull previous years information from connected bank account?

Bank account connected successfully but only pulled information from this year and not previous year.
2 Comments 2
JamesM4
QuickBooks Team

How to pull previous years information from connected bank account?

Hi there,

 

Welcome to the Community. I'll be happy to share more details so you can upload your transaction with ease. QuickBooks is a versatile program that simplifies your accounting and it's essential you're able to experience this benefit. 

 

When you connect a bank to QuickBooks, the program automatically downloads the first 90 days of transactions. Don't worry, you can still upload transactions that go beyond the 90 days. You can do this by manually uploading your transactions using the steps in this helpful article here. I encourage you to try out the steps in the article and let me know if you have further questions. I'm here to help you get ahead with your work. 

 

Otherwise, I wish you a great rest of the week.

4Gal
Level 11

How to pull previous years information from connected bank account?

@chef-adam-barski 

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

 

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