Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
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:
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!
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:
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!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.