Hi CY25,
It's nice to see you in Community. Welcome! Updating your transactions in QuickBooks Online is a valuable time saver. Having your transactions from a specific date is key, in keeping your accounts balanced. I would be glad to help!
When connecting your bank and credit card accounts to QuickBooks Online, it's important to note that some financial institutions have limitations on the data that can be retrieved. Some banks may only allow 30-days of transactions, while others may provide up to 120-days. But don't worry, when transactions are missing, you can manually upload them in one batch. Here's how;
Before proceeding, It's important to make note of the last transaction in QuickBooks, to prevent any duplicate entries. Follow these steps to locate the information:
1. Open your Settings ⚙ and select Chart of Accounts
2. Locate the account in your list and select Account history to the far right
3. Write down the date of the last transaction
Next, sign in to your bank or credit card's website.
2. Make sure the date range for the transactions according to the date of the last transaction in QuickBooks
3. Follow your bank's instructions to download your file in CSV format.
4. Download your transactions and save the file somewhere you can easily find it.
5. Open and review the file to make sure it's in the correct format before you upload it.
Follow these steps to upload the transactions into QuickBooks Online:
1. Login to QuickBooks Online
2. From the Transactions menu, select the Banking
2. Click the blue tile for the account you're uploading the transactions into
3. Select the ▼ dropdown arrow beside Link account and then Upload from file
4. Hit Browse and select the CSV file you downloaded from your bank, then click Next
5. From the Account ▼ dropdown, choose your account and hit Next
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Next
7. Select the transactions to import and continue through the prompts
8. Choose Yes to continue
9. When you're ready, hit Let's go!
If you notice any duplicate entries, here's how to remove them:
1. From the Review tab, checkmark the box beside all duplicated entries
2. Select Exclude
Note: You can permanently delete the transactions from the Excluded tab by selecting all items and then hit Delete. This process is irreversible and any transactions deleted in error will need to be recreated manually.
You're ready to match and categorize your transactions. In addition, you can set up Bank Rules so QuickBooks will automatically categorize the transactions to save valuable time moving forward.
Here's a helpful guide for future reference, to assist with manually uploading transactions in QuickBooks Online.
If you have any other questions, please don't hesitate to reach back out. We would love to help!
