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I downloaded bank transactions through bank feed feature into Quickbooks desktop for the period upto Oct 22. Now I want to download upto date transactions. When I downloaded the transactions, only one month transactions were downloaded as qbo files into my computer. How to download the transactions for the remaining months?
Can you download another file format from your bank (e.g csv, pdf)?
Thanks for your offer to help. Yes, I can download files in CSV format.
Hello Munir. 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!
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