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Can i download & match bank transactions from 2018

 
3 Comments
QuickBooks Team

Re: Can i download & match bank transactions from 2018

Hello there, @ipowersolutions0.

 

I have just the steps you'll need to download and match bank transactions from 2018, see below:

 

Uploading Transactions with Bank Files

  1. Begin by navigating to your bank's website and signing in. Locate your account's transaction list and look for a Download ⇩ button. Be sure to select one of the supported formats from the picture below.
  2. In QuickBooks Online, click the Gear icon (⚙) and select Import Data. Choose Bank Data.
  3. Click Browse and navigate to where you saved the bank file. Follow the on-screen instructions from there to map and import your data.

 

These instructions are also available from our extensive guide on uploading bank transactions for your benefit. Once you've done this, the items will appear For Review for your account in the Banking tab where they can be Matched. This awesome guide on adding and matching bank transactions is sure to be of assistance.

 

Please keep me posted on your progress with those bank transactions, I want to make sure you're taken care of. Thanks for reaching out, cheers to a safe and productive rest of your week.

Established Member

Re: Can i download & match bank transactions from 2018

I don't have the option to select one of those file types in Wells Fargo. 

QuickBooks Team

Re: Can i download & match bank transactions from 2018

Hello there, @BHansen.

 

You have the option to download an .IIF file format of your Wells Fargo transactions. Let me show you how to do it.

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions on how to download transactions to your computer.
  3. Make sure the data range for download is at least one day before your oldest transactions.
  4. Download your transactions, then Save the file.

 

To upload your file:

  1. Select the Browser.
  2. Click the file you downloaded from your bank, then select Next.
  3. From the QuickBooks account drop-down menu, select the account you want to upload the transactions into, then select Next.
  4. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
  5. Click Let's go.

 

For more information about .iif, you can read these articles below:

Quickbooks (.iif)

Manually upload transactions into QuickBooks Online.

 

Please don’t hesitate to leave a comment below. I'm always here to help. Have a good day.