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Thanks for bringing this to our attention, @tastethespicepco. Let's ensure you can upload your past transactions in QuickBooks Online (QBO).
To begin with, after connecting your bank account to QBO, the transactions of the last 90 days get downloaded automatically. To import more than 90 days of your bank transactions, you'll need to download the CSV file from your bank's website and select the date range for the transactions you want to import. Then, you can manually upload the transactions.
To get transactions from your bank, you need to download CSV files of your transactions. Here's how:
Before uploading the file, review the format and size and ensure it's correct. Here are the key points to check to avoid errors:
Once you've verified the format and size, manually upload the transactions to QBO using these steps:
For more detailed information, check this article: Manually Upload Transactions in QuickBooks Online.
I've also included an article to help you categorize your transactions uploaded to QBO: Categorize online bank transactions.
If you have further concerns about manually uploading past transactions, please tag me in the comment section, @tastethespicepco. I'll assist you in any way possible.
You can use MT Online or one of the converter tools with a one time license (e.g csv2qbo @ $60) as a workaround.
https://www.moneythumb.com/?ref=110
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