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How do I upload bank transactions from last year. My bank account is already linked to QuickBooks

 
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QuickBooks Team

How do I upload bank transactions from last year. My bank account is already linked to QuickBooks

Good day, vickieholm3.

 

If this is the first time you have connected your bank to QuickBooks Online, some banks download transactions to the last 90 days, and others go back as far as 24 months.

 

You can check out this article for information: Connect bank and credit card accounts to QuickBooks Online.

 

Furthermore, you can use the Web Connect feature. We use this file to get the historical transactions from your bank's website and upload it in QuickBooks Online. For more details, just click on this link: Manually upload transactions into QuickBooks Online.

 

Also, if your bank can't provide the Web Connect file, you'll want to use this article: Import bank transactions using Excel CSV files. Note: you will need to manually enter the transaction details in the Excel.

 

If there's anything else you need, please leave a comment on this thread and I'll get back to you. Thanks.

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