Hi antaliazd-gmail-,
It's nice to see you in Community. Welcome! Some financial institutions only allow specific dates for transactions to be uploaded into QuickBooks Online. These range from 30-120 days. However, don't worry, you can still upload the transactions manually, so your accounts are accurate. I'd be happy to help!
Here's how to update your transactions manually;
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
3. Write down the date of the last transaction
4. Sign in to your bank or credit card's website
2. Make sure the date range for the transactions corresponds with the date of the last transaction in QuickBooks
3. Follow your bank's instructions to download your file in CSV format.
4. Download the file and save it where you can easily locate it
5. Open and review the file to make sure it's in the correct format before you upload it.
Note; If you notice empty columns or blank lines in the file, these will need to be removed before uploading the file to QuickBooks
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, then Done
If you notice any duplicate entries, here's how to remove them:
1. From the For 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, I suggest setting up Bank Rules so QuickBooks will automatically categorize the transactions and 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!
