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Everything you need to know about banking in QuickBooks Online - Discover more
marney05
Level 1

If an account connection is made does quick books only record the transactions form the date the new connection was made or will it back date ?

 
1 REPLY 1
GlinetteC
Moderator

If an account connection is made does quick books only record the transactions form the date the new connection was made or will it back date ?

I'm here to share some insights about account connection in QBSE, marney05.

 

When you first connect your bank, QBSE downloads the 90 days of transactions automatically. The good news is, using a CSV file, you can manually import additional transactions you need. 

 

For the detailed steps, please refer to these articles:

 

I'll be right here if you have any additional banking concerns

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