How do I access past data from a linked account? I have my linked accounts with current year info since the time I linked them, however, I'd like to access 2023 info.

Ensuring you can download your 2023 account info is my priority, brady. I'll share some information regarding the process of uploading past transactions to QuickBooks Online (QBO). By working together, we can ensure a smooth and efficient download of your 2023 account information, which is crucial for effectively managing your finances.

QuickBooks automatically retrieves banking data when you initially link an account. Some banks allow you to download transactions from the last 90 days, while others can go back up to 24 months. In order to access older bank information, you can manually upload it to the program using a CSV file format. You'll need to log in to your bank's website first and get transactions from there. Then, review the file you downloaded from your bank and ensure it's in the correct format before you upload it. After that, you can begin downloading the older bank data.

Here's how:

1. Go to Transactions, then select Bank transactions.
   
2. Choose the blue tile for the account you want to upload the transactions into.
3. Select the Link account dropdown, then click Upload from file.
   
4. Choose Drag and drop or select files and locate the file you downloaded from your bank. Then, hit Continue.
   
5. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, click Continue.
   
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you like to import. Then hit Continue.
8. Click Yes and then Done.
   

Afterward, you can match and categorize them. The transactions go into your accounts after you review them. This thorough review process helps maintain the integrity of your financial data and provides a clearer picture of your overall financial health.

Please don’t hesitate to share any additional questions you may have about managing your bank data by commenting below, brady. I’m here to assist you with any inquiries or concerns you might encounter in this process. Your financial well-being is important, and I want to ensure you have all the information you need. Wishing you safety and well-being as you navigate your financial management.