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scott217
Level 1

I've only used QBO recently to send invoices. I'm trying to download bank transactions from 2023, but only see the last few months. How do I pull older ones from RBC?

 
1 Comment 1
JamesM4
QuickBooks Team

I've only used QBO recently to send invoices. I'm trying to download bank transactions from 2023, but only see the last few months. How do I pull older ones from RBC?

Hi scott217,

 

Glad to have you join the Community. I'll be happy to share more details so you can upload your transaction with ease. QuickBooks is a versatile program that simplifies your accounting and it's essential you're able to experience this benefit. 

 

When you connect a bank to QuickBooks, the program automatically downloads the first 90 days of transactions. Don't worry, you can still upload transactions that go beyond the 90 days. You can do this by manually uploading your transactions using the steps in this helpful article here

 

I encourage you to try out the steps in the article and let me know if you have further questions. I'm here to help you get ahead with your work. Otherwise, I wish you a great rest of the week.

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