Great question, @Chelsey O.
When you initially connect your bank account, QuickBooks Self-Employed downloads the 30 to 90 days of transactions, and in some cases up to a year. Every time you sign in, QuickBooks automatically downloads new transactions from your connected accounts.
In your case, you wanting transactions that are older than the ones QuickBooks originally downloaded, it’s a two-step process. You need to export the transactions from your bank and then import them into QuickBooks using your laptop or desktop. Here's what you'll do:
- Pick a start date
Get transactions from your bank. Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps. Check the date range for the download. It should be at least one day before the date of your oldest transaction. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.
Review the file format and size. Open and review the file from your bank. Make sure it's in the correct format before you upload it.
Manually upload the transactions
In QuickBooks Online, go to the Banking menu or Transactions menu. Then select the Banking tab.
Select the blue tile for the account you want to upload the transactions into.
Select the Link account ▼ dropdown and then Upload from file.
Select Browse and then select the file you downloaded from your bank. Then select Next.
In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Next.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
When you're ready, select Let's go.
To read about this process in greater detail, check out this article: Manually upload transactions into QuickBooks Online.
If you have additional questions on this, please let me know! I'm here to help. Take care!
