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Check with your bank, which file format they can provide for your bank statement. e.g *.qbo, *.csv, *.pdf
All the bank statements or data is in my QB starting Feb 2022, so I think the format is fine. I am trying to get it to pull in everything from 2021.
The bank feed feature doesn't support to pull historical data from your bank.
I can share some insights on how to get your prior 2021 transactions to QuickBooks.
Fiat Lux - ASIA is correct. In addition, the bank feed feature only pulls transaction data from up to 90 days (it depends on your bank) when you connect your bank account. You'll want to get your 2021 entries from your bank and manually upload transactions to QuickBooks Online (QBO). Make sure to review the transaction date, format and size so you can upload and map the details on file.
This way, you can categorize each transaction to the correct account register and create QuickBooks reports.
I'm adding these articles for more information in case you want to edit your bank transactions and export reports:
Let me know if you have other banking concerns. The Community is always here to help. Take care always.
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