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info2106
Level 1

How do I find bank account statements that I emailed to my QuickBooks email?

My QuickBooks is linked to my bank account, but the transactions only go back to January 01, 2025. I called my bank and they told me to download the previous statements I need back to August 01, 2023. Once I email them to my QuickBooks account, how do I link them to reconcile the bank transactions?

4 Comments 4
RazzieE
QuickBooks Team

How do I find bank account statements that I emailed to my QuickBooks email?

You'll have to manually upload your bank transaction before you can match and reconcile them, @info2106. Let me discuss this further below.

 

To start, if you don't yet have your bank transactions from August 1, 2023, you can download them from your bank's website. Follow your bank's instructions on how to download CSV files of your transactions to your computer.

 

Once you have the file, you can now import your bank statement into QuickBooks Online.

 

Here's how:

 

  1. Go to the Transactions, then select Bank transactions.
  2. Select the drop-down beside Link account, then choose Upload from a file.

     
  3. Select Drag and drop or select files and choose the file you downloaded from your bank. Then, hit Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, choose Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then tick Continue.
  6. Choose the transactions you like to import. Then click Continue.
  7. Once done select Yes, then hit Done.

 

If an error message occurs, you can visit this article on how to fix this: fix errors when you upload transactions.

 

After successfully importing your August 01, 2023, transactions, you can now match your transaction and after matching you can now reconcile your account to ensure that your financial records in QuickBooks match your bank statements.

Looking to spend less time managing and organizing your books? Consider QuickBooks Live Expert Assisted! They can help you streamline your bookkeeping, keeping your records accurate, clean, and up to date.

If you need additional help with importing your bank transactions, feel free to Reply below. The Community is always here to assist you. Have a wonderful day.

Chrea
Level 8

How do I find bank account statements that I emailed to my QuickBooks email?

@info2106 

What file format can you download from your bank? csv, pdf, or else?

info2106
Level 1

How do I find bank account statements that I emailed to my QuickBooks email?

Thank you so much! Your detailed reply helped me get it done. I truly appreciate it!

Erika_K
QuickBooks Team

How do I find bank account statements that I emailed to my QuickBooks email?

On behalf of my colleague, you're most welcome, info2106. Thank you for returning to this thread and sharing your feedback with us.

 

I'm pleased to hear that the steps provided by my colleague have helped you bring in your bank transactions, allowing you to proceed with the reconciliation.

 

Additionally,  I'd like to provide some extra resources to help you understand the reconciliation process and generate its report:

 

 

We appreciate you taking the time to let us know about this. If you have any QuickBooks-related questions, please don't hesitate to reach out, and I'll respond as quickly as possible. Have a wonderful day ahead!

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