Hi greerconsulting2,
Welcome to Community! It's great to hear that you've been able to successfully link your bank account to QuickBooks Online. Although some financial institutions have limitations on the transactions that can be uploaded, we've got you covered. I'd be happy to help!
While some banks offer transactions up to 90-days, others may only provide 30-days. When this happens, you can upload your transactions into QuickBooks Online manually. Here's how:
Before getting started, you'll want to make note of the last transaction in QuickBooks. Follow these steps to locate the information:
1. From your Settings ⚙, select Chart of Accounts
2. Locate the account in your list and select Account History in the Action column
3. Reorder the Date Range by clicking on the Date header
4. Write down the date of the last transaction
You're ready to log into your bank's website and select a date range for the transactions. Here's how;
1. 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.
Here's how to upload the transactions:
1. Login to QuickBooks Online and open 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
9. When you're ready, hit Let's go!
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 from the tab that appears
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.
If you have any other questions, please don't hesitate to reach back out. We'd be happy to assist!
