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nomoretearswestn
Level 1

How do upload my banking statements from January 1 - May 31. When i signed up it only downloaded may 31 - todays date help

 
2 Comments 2
MJ_R
QuickBooks Team

How do upload my banking statements from January 1 - May 31. When i signed up it only downloaded may 31 - todays date help

Hi @nomoretearswestn,
 

I'm happy you've taken the time to reach out to us here in the Community. Don't worry, I'll help you with your manual bank statement uploads. o

 

QuickBooks Online can work together with your online banking or Financial Institution's website to integrate your statements seamlessly. This makes reconciliation time a breeze, as everything is displayed together in one place. 

 

Take a look at this article for help connecting your bank or credit card accounts to QuickBooks Online: Connect bank and credit card accounts to QuickBooks Online.

 

If you're unable to sync your bank account to the bank feed automatically, simply follow the steps in this article to see how to Manually upload transactions into QuickBooks Online.


If you have any questions about this process, just let me know. I'm here to back you up.

On Beta
Level 4

How do upload my banking statements from January 1 - May 31. When i signed up it only downloaded may 31 - todays date help

@nomoretearswestn 

What file format you can download from your bank? PDF, CSV, or else?

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