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treasurercsit
Level 1

I linked QBO and my bank account, and updated the correct bank balance. But it didn't download all the transactions. How do I download transactions more than 90 days?

I'd like to have all transactions from Jan 1, 2021 till date. It only downloaded from July 22. How do I make it work? Any help will be greatly appreciated.
2 Comments 2
Fiat Lux - ASIA
Level 15

I linked QBO and my bank account, and updated the correct bank balance. But it didn't download all the transactions. How do I download transactions more than 90 days?

You have to ask the bank statement file to your bank in a QBO format and import it manually. Otherwise, utilize SlickConnect. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

 

 

Nick K
QuickBooks Team

I linked QBO and my bank account, and updated the correct bank balance. But it didn't download all the transactions. How do I download transactions more than 90 days?

Hi treasurercsit.

 

Linking your bank account to your QuickBooks Online is a great way to ensure all your transactions are entered into your account. I'd be happy to go over how to add more than the last 90 days.

 

QuickBooks Online makes downloading your transaction history from the bank a quick process made to save you time and effort. The automatic download option only allows you to get up to the last 90 days. If you wish to have more than the last 90 days downloaded you'll have to manually upload them into your account. You can do this by following the steps in this article.

 

Once you manually upload the transactions you may have duplicates from the last 90 days that you recently downloaded. You'll need to exclude the duplicates entries shown by following the steps located here.

 

If you have any questions let us know and we'd be happy to help!

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