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Level 1

How do I download older transactions form my bank ?

 
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QuickBooks Team

How do I download older transactions form my bank ?

You can use the WebConnect feature to import the older transactions, Sferrante.

 

In QuickBooks Self-Employed, when you first connect your bank, it downloads the 30 to 90 days worth of transactions. Then, the older ones are imported manually.

 

You'll get the transactions from your bank, export them, and import them to our program. For the detailed steps, you can refer to this article: Add older transactions to QuickBooks Self-Employed.

 

Once done, you can review and categorize your transactions.

 

If there's anything else that you need, please don't hesitate to leave a comment below. 

 

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