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Level 1

How do I get transactions for the previous months so I can add the to QuickBooks

 
1 REPLY 1
QuickBooks Team

How do I get transactions for the previous months so I can add the to QuickBooks

Good day, userlroelectricalltd. 

 

Thanks for contacting the Community. I'm here to make sure you're able to get your bank transactions in QuickBooks Online. However, QuickBooks only download transactions automatically within 90days. If transactions are more than 90 days, then will need to import transaction. 

 

First, you'll need to download the data from your bank's website and import to QuickBooks Online. 

 

Here's how to import transaction: 

 

  1. Click the Banking menu, choose banking.  
  2. Under Update drop-down arrow, and select File upload
  3. Tap the Browse to select a file to upload, press Open then next.
  4. Drop-down arrow select the Account type, or click the + Add new. Then press Next.
  5. Select a Date, date format, Description, and Account. Note: You can choose 1 column or 2 columns. 
  6. Press Next
  7. Onscreen message Select the transactions to import, hit Next
  8. Pop up message will appear transaction will be imported. Do you want to continue? Press Yes
  9. Hit Let's go!  

 

For more information about import CSV Files, you can check out this article: Import bank transactions using Excel CSV files.  

 

Once the import is finished, you are directed to the Banking menu where your imported transactions are displayed on the For Review tab. You can review, add, or match each transaction.  

 

With this info, you'll be able to view the data you need for banking in your QuickBooks account. Let me know if there's anything else I can assist with. Have a great day!