cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Visit this post for a list of recent banking issues in QuickBooks Online.
megan-meganvaler
Level 1

Has anyone else had their account sync only so far back and if so how did you fix it? I only have three months of transactions synced.

 
Solved
Best answer March 28, 2023

Accepted Solutions
JaeAnnC
QuickBooks Team

Has anyone else had their account sync only so far back and if so how did you fix it? I only have three months of transactions synced.

Hello there, Megan.

 

You can use supported files to import bank transactions beyond 90 days in QuickBooks Online (QBO), and I'm here to show you the process.

 

When connecting your bank and credit card accounts, QBO automatically downloads 90 days' worth of bank transactions. However, you can import the older ones into QBO using Web Connect. To do that, you'll have to get the data from your bank using the supported file types, export it to Excel, and upload it into QBO.

 

Here's how:

 

  1. Go to Bookkeeping, select Transactions, then click Bank transactions.
  2. Click the blue tile for the bank account you want to upload the transactions into.
  3. Select the Link account dropdown and click Upload from file.
  4. Select Drag and drop or select files and choose the file you downloaded from your bank. Then, select Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions into and click Continue.
  6. Follow the steps on the screens and select Continue.
  7. Choose the transactions you'd like to import and click Continue.
  8. Select Yes, then Done.

 

For the full details, please see this article: Manually upload transactions into QuickBooks Online.

 

You can also refer to this article to match your account with your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

Keep in touch if you have additional questions about online banking in QBO. We're always available in the Community to assist you. Keep safe, and have a good one!

View solution in original post

1 REPLY 1
JaeAnnC
QuickBooks Team

Has anyone else had their account sync only so far back and if so how did you fix it? I only have three months of transactions synced.

Hello there, Megan.

 

You can use supported files to import bank transactions beyond 90 days in QuickBooks Online (QBO), and I'm here to show you the process.

 

When connecting your bank and credit card accounts, QBO automatically downloads 90 days' worth of bank transactions. However, you can import the older ones into QBO using Web Connect. To do that, you'll have to get the data from your bank using the supported file types, export it to Excel, and upload it into QBO.

 

Here's how:

 

  1. Go to Bookkeeping, select Transactions, then click Bank transactions.
  2. Click the blue tile for the bank account you want to upload the transactions into.
  3. Select the Link account dropdown and click Upload from file.
  4. Select Drag and drop or select files and choose the file you downloaded from your bank. Then, select Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions into and click Continue.
  6. Follow the steps on the screens and select Continue.
  7. Choose the transactions you'd like to import and click Continue.
  8. Select Yes, then Done.

 

For the full details, please see this article: Manually upload transactions into QuickBooks Online.

 

You can also refer to this article to match your account with your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

Keep in touch if you have additional questions about online banking in QBO. We're always available in the Community to assist you. Keep safe, and have a good one!

Need to get in touch?

Contact us