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

Under Banking, I am able to get transactions automatically from my bank from the 15/02/2019, how can I change this to receive transactions from the 1/2/19? Thank you

 
1 REPLY 1
Rasa-LilaM
QuickBooks Team

Under Banking, I am able to get transactions automatically from my bank from the 15/02/2019, how can I change this to receive transactions from the 1/2/19? Thank you

Hi there, rachelasbridge.


Thanks for dropping by the Community space. I can help your transactions that are dated 01/02/2019 to show in your account.


Since the period is already beyond 90 days, you can use the WebConnect feature to manually download transactions into QBO. I’ve laid out the steps below to do this.

 

Here's how:

 

  1. Go to Banking on the left panel, then select Banking.
  2. Click on the drop-down for Update and select Upload transactions manually.
  3. On the Upload file page, click on the Browse button and locate the file you’re working on.
  4. Select Open, then click Next.
  5. Follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields.
  6. Click on Next and Let's go!.

You can refer to this article to check the supported file format and detailed instructions on how to download transactions from your bank: How to upload more than 90 days of bank transactions.


These steps should keep your records in tiptop shape.


If you have any follow-up questions about QBO, please post a comment below. I’ll be right here to answer them. Wishing you the best.

 

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