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tastethespicepco
Level 1

How do i upload past transactions from my bank account

I just opened a new quickbooks account. When i linked my bank account. it only uploaded 1 month. I need to go back 1 year. How?
2 Comments 2
Clark_B
QuickBooks Team

How do i upload past transactions from my bank account

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:

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions on how to download CSV files of your transactions to your computer.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

Before uploading the file, review the format and size and ensure it's correct. Here are the key points to check to avoid errors:

 

  • Remove any zeros (0) from the file and leave those cells blank.
  • Fix any transactions that show numbers in the Description column.
  • Remove the word “amount” from the Credit or Debit column header. They should only say “Credit” and “Debit”.
  • Make sure that all dates follow the same format. We recommend you use the dd/mm/yyyy format.
  • If you’re a Mac user, make sure to save the file as a Windows CSV file.
  • Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns.

 

Once you've verified the format and size, manually upload the transactions to QBO using these steps:

 

  1. Go to Transactions and select Bank Transactions.
  2. Choose the account you want to upload to.
  3. Select the Link account dropdown, then select Upload from File.
  4. Select files or drag and drop and choose the file you downloaded from your bank. Then, select Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions. Then, click Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you like to import. Then select Continue.
  8. Click Yes to confirm and Done to Complete.

 

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.

Deity Alpha
Level 7

How do i upload past transactions from my bank account

@tastethespicepco 

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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