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lynn16
Level 1

Can i get bank statements from now back to 2012 ?

 
1 Comment 1
JamesM
QuickBooks Team

Can i get bank statements from now back to 2012 ?

Hi there, 

 

You've come to the right place for help. I'd be happy to steer you towards the right direction. 

 

Based on your description, it sounds like you need to reach out to your bank since that's the source for your bank statements. If you'd like to upload your bank transactions, I can show you how to manually do that. Once you connect, QuickBooks automatically downloads the last 90 days (or more) of transactions from your bank.

 

If you need to get older transactions from your bank, or if your bank doesn’t connect to QuickBooks, you can upload them manually. Here's how: 

 

Step 1: Pick a date range

 

To make sure you don’t import transactions you’ve already recorded, you’ll need to get the date for the oldest transaction in your account. This prevents duplicates.

 

  1.     In QuickBooks, go to Accounting, then select Chart of Accounts.
  2.     Find the bank or credit card account you want to upload more transactions into. Then select  Account history.
  3.     Scroll to the bottom of the list.
  4.     Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.            

Step 2: Download transactions from your bank

 

  1.     Sign in to your bank or credit card’s website.
  2.     Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps.
  3.     Make sure the date range for the download is at least one day before your oldest transaction.
  4.     Download your transactions. Save the file somewhere you can easily find it, like your desktop.
     

Step 3: Review the file format and size

 

Your bank might give you options for how to download/export your transactions. Pick one of these so you can upload the file into QuickBooks Online:

 

  •     Comma-Separated Values (CSV)
  •     QuickBooks Online (QBO)
  •     If you can, go for the QBO format. QBO files from banks should already be formatted for QuickBooks. If your file isn’t formatted, you can reformat and then upload it. The maximum file size is 350 KB. If your file is too big, shorten the date range and download your transactions in smaller batches.
     

For further steps, please follow this helpful article: Manually upload transactions into QuickBooks Online.

 

Let me know if you have other questions. I'm here to help. Otherwise, enjoy your weekend. :) 

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