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happyhersh
Level 1

How far back transactions can i get quickbooks to bring in?

 
5 Comments 5
MarshallA
Intuit

How far back transactions can i get quickbooks to bring in?

Hello,

If you mean when you connect a bank account, QB will bring in 90 days by default.  If you want a longer time period, you can download the file from your bank website and import it.  Here is the article on that process.

https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-upload-more-than-90-days-of-ba...

tuxedo99
Level 1

How far back transactions can i get quickbooks to bring in?

How do you do this for QB desktop?

AlexV
QuickBooks Team

How far back transactions can i get quickbooks to bring in?

You can manually import the transactions in QuickBooks Desktop,  tuxedo99.

 

Let's log in to your online bank account using a browser like Google Chrome. Then, download your transactions as a QuickBooks Web Connect (.qbo) file. Once done, you can follow these steps on how to import the file:

  1. Go to File menu > Utilities > Import > Web Connect Files.
  2. Select the QBO file you saved, then click Open.
  3. Choose the Chase account you are importing the transactions into.
  4. Click Continue, then OK.

 Then, go to the Bank Feeds Center to review the transactions. Here's another article to learn more about Bank Feeds for QuickBooks Desktop.

 

Please post again if you have more questions. Wishing you all the best!

Rilke
Level 1

How far back transactions can i get quickbooks to bring in?

Hello, 

If I follow the steps mentioned, my bank account (that's already connected) is not one of the accounts available to transfer the file to. Is there a remedy to that. 

Thanks. 

SashaMC
Moderator

How far back transactions can i get quickbooks to bring in?

Hey Rilke,

 

It is nice to see you here in the Community! Just to clarify, are you using QBO, and if so, have you followed the steps in this article? I know my colleague, AlexV, highlighted some steps in the post, but that is for QuickBooks Desktop specifically, so that may be why you are not getting through.

 

Please let me know! I'll be around to offer my help again. Take care! 

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