Hi Quickbooks Community, I just signed up and when i connected the bank account, I errantly only pulled in data from October. How do I pull in data from 1/1/2020?
You have the option to manually upload your bank transactions in QuickBooks Online (QBO), user89646.
The initial setup of your bank for online banking can only download your transactions for the last 90 days. Thus, you can consider manually downloading your transactions directly from your bank's website. Then, you can upload them in QBO. I'll guide you how.
Go to the Banking menu and then select the Banking tab.
Select the blue tile for the account you want to upload the transactions into.
Click the Link accountdrop-down arrow and then select Upload from file.
Choose Browse, then locate the file you downloaded from your bank.
In the QuickBooksaccountdrop-down menu, select the account, and then click Next.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, and then select Next.