When you link a bank account to QuickBooks Online (QBO), the system automatically retrieves your transaction history. This typically covers the last 90 days, though the exact timeframe varies by financial institution. Please note that this initial synchronization is a standard, automated feature and cannot be disabled.
If you require a different timeframe, you may contact your bank to see if they can modify the date range available for the data feed.
You can also click the Update button within QBO to pull the latest transactions.
If the automatic sync imports transactions you don't need, you can exclude them in bulk. Just head over to the All apps > Accounting > Bank transactions. Select the Pending tab, then select the checkboxes next to the transactions you want to exclude. Select Exclude.
Alternatively, you can choose to manually upload your transactions. This method gives you full control, allowing you to hand-pick and import only the specific entries into your books.
To maintain accurate and organized books, it is best practice to consistently categorize and match your transactions. This ensures every entry is assigned to the correct account.
If you need additional assistance, feel free to comment below.
