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Everything you need to know about banking in QuickBooks Online - Discover more
ian16
Level 1

I cannot download HSBC bank transactions older than 90 days

 
Solved
Best answer November 02, 2019

Accepted Solutions
Rose-A
Moderator

I cannot download HSBC bank transactions older than 90 days

Welcome to the Community,  ian16.

 

Downloading older transactions from HSBC is pretty easy. You can use our WebConnect feature to download more than 90 days of your bank statements and import them into QuickBooks Online.

 

I'd be glad to show you how. Download transactions from your bank's website:

 

  1. Sign in to your bank's website.
  2. Follow your bank's online process to download your transactions to your computer.
  3. Depending on your bank's available features, choose transactions from specific or multiple accounts, or select a date range for transactions. If you're adding historical transactions for a connected account, make sure you specify a date range earlier than the last 90 days. If you overlap date ranges, you may end up with duplicate transactions, which you must then delete or exclude. Because QuickBooks Online only supports file sizes up to 350 KB (kilobytes), if you're downloading a lot of transactions, you may need to download smaller date ranges.
  4. Choose a supported file type for the download file. If you attempt to upload a file in an unsupported format, you will receive an error message.
  5. Note the name of the file you downloaded, and the location you downloaded it to so you can easily find it to upload.

Upload the file to your QuickBooks Online company:

 

  1. From the left menu, select Banking, and choose Banking.
  2. From the Update drop-down menu, select File Upload. If you’ve never connected an account, you can select Upload transactions manually.z.PNG

     

  3. Select Browse and choose the file you downloaded from your bank.
  4. Select Next.
  5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next. If you don't have an account set up yet, you can select Add New to add an account.
  6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields. You can also upload CSV bank transactions through the Import Data page. To do so, select the Gear icon, and, under Tools, select Import Data, then select Bank Data.
  7. Select Next. If you attempt to upload a file in an unsupported format, you will receive an error message.
  8. Select Let's go! (or Finish).

For detailed information, check out this article: Manually upload transactions into QuickBooks Online.

 

Also, I'm including additional articles for future use:

I'll be here if anything may arise while working in QuickBooks. Have a good one.

View solution in original post

1 REPLY 1
Rose-A
Moderator

I cannot download HSBC bank transactions older than 90 days

Welcome to the Community,  ian16.

 

Downloading older transactions from HSBC is pretty easy. You can use our WebConnect feature to download more than 90 days of your bank statements and import them into QuickBooks Online.

 

I'd be glad to show you how. Download transactions from your bank's website:

 

  1. Sign in to your bank's website.
  2. Follow your bank's online process to download your transactions to your computer.
  3. Depending on your bank's available features, choose transactions from specific or multiple accounts, or select a date range for transactions. If you're adding historical transactions for a connected account, make sure you specify a date range earlier than the last 90 days. If you overlap date ranges, you may end up with duplicate transactions, which you must then delete or exclude. Because QuickBooks Online only supports file sizes up to 350 KB (kilobytes), if you're downloading a lot of transactions, you may need to download smaller date ranges.
  4. Choose a supported file type for the download file. If you attempt to upload a file in an unsupported format, you will receive an error message.
  5. Note the name of the file you downloaded, and the location you downloaded it to so you can easily find it to upload.

Upload the file to your QuickBooks Online company:

 

  1. From the left menu, select Banking, and choose Banking.
  2. From the Update drop-down menu, select File Upload. If you’ve never connected an account, you can select Upload transactions manually.z.PNG

     

  3. Select Browse and choose the file you downloaded from your bank.
  4. Select Next.
  5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next. If you don't have an account set up yet, you can select Add New to add an account.
  6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields. You can also upload CSV bank transactions through the Import Data page. To do so, select the Gear icon, and, under Tools, select Import Data, then select Bank Data.
  7. Select Next. If you attempt to upload a file in an unsupported format, you will receive an error message.
  8. Select Let's go! (or Finish).

For detailed information, check out this article: Manually upload transactions into QuickBooks Online.

 

Also, I'm including additional articles for future use:

I'll be here if anything may arise while working in QuickBooks. Have a good one.

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