Hi Nora Hedger,
Thanks for reaching out here. Welcome! Connecting your bank accounts to QuickBooks Online is a valuable time saver, in keeping your books up to date. Although you can select a starting date when linking your accounts, the historical data provided by financial institutions can vary from 30-days to 12-days. However, when an extended date range is needed, you can manually upload the transactions. I'd be happy to show you how!
I recommend making note of the last transaction in QuickBooks Online, to prevent any duplicate entries. Follow these steps to locate the information:
1. From Settings ⚙, select Chart of Accounts
2. Locate the account in your list and select Account History
3. Write down the Date of the last transaction
Next, you'll 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.
Follow these steps to upload the transactions into QuickBooks Online:
1. Login to QuickBooks Online
2. From the Banking or Transactions menu, select the Banking tab
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
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.
That's it! 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 feel free to reach out again. We're always glad to assist!
