Hi there, scoughran.
I'm here to ensure you're able to get all your bank transactions in QuickBooks Online (QBO).
When you connect your account to online banking, some banks let you download the last 90 days of transactions. Others can go back as far as 24 months. Having said that, selecting how far back you want to download will only depend on your bank.
To bring older data into QuickBooks, you'll need to download statements from your bank's website and upload them manually. Here's how:
- Go to the Banking menu, and then choose Upload transactions.
- Select Browse and pick the file you downloaded from your bank, then tap Next
- From the QuickBooks account drop-down menu, choose the account you want to upload the transactions into, and then click Next.
- Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, and then tap Next.
- Hit Let's go when you're ready.
Here are some of our helpful articles you can read more about uploading bank transactions to QuickBooks:
Additionally, you can refer to this article if you don’t see your recently downloaded bank transactions in QuickBooks Online: What to do if you see a bank error or bank transactions won’t download.
For your future reference, you may consider reading this article to guide you in reviewing your accounts to make sure they match your real-life bank statements: Learn the reconciliation workflow in QuickBooks.
Keep me posted if you have additional questions about downloading bank transactions in QuickBooks. I'm always here to help. Have a good one.
