Hi rebfree,
You've come to the right place for help. I'd be happy to give you a hand with downloading your bank transactions.
Some banks provide the option to select a (from/to) date range of transactions for download. If your bank does not provide this option, you will receive the maximum number of transactions allowed by your financial institution the first time you download. This may be 30, 60, 90 days, or more. Every website is unique. If you're not sure how to access the QuickBooks Web Connect file (.QBO) from your bank, go to the bank's website and type "QuickBooks" in the search field. Most participating financial institutions will provide detailed instructions. If none are found, I encourage calling your bank for assistance.
There are two ways to download transactions via Web Connect. I encourage you to check them out using this link here. If you're still having issues after trying the steps above, I recommend contacting our phone support team for further assistance. The number to dial is 1-877-772-9158 and the hours of operation are 24/7 so you can call at your earliest convenience. Let me know if you have other questions.
