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I just started and I was expecting all of my 2018 business bank transactions to show up. How do I extend your period of transactions?

 
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ProAdvisor

Re: I just started and I was expecting all of my 2018 business bank transactions to show up. How do I extend your period of transactions?

Hi @tyler5:

 

You have to log into your bank's site.  Grab the missing months (usually go to the statement screen and look for the word "download").  and then import it by clicking banking>update dropdown>import and navigate to that page.  Here is a video that will demo that:

 

We hope that helps!  If not, ask more questions.

 

@lynda Artesani  Bookkeeping and Matthew Fulton @ParkwayInc

Join our FB Group:  QB Community Live!

 

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