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shadcook
Level 1

I need to import 2018 and 2019 bank statements into my QuickBooks online but it’s only importing up to may of 2019

 
6 Comments 6
Fiat Lux - ASIA
Level 15

I need to import 2018 and 2019 bank statements into my QuickBooks online but it’s only importing up to may of 2019

What kind of file format of past transactions do your bank can provide? CSV, PDF, or else?

MichelleT
Moderator

I need to import 2018 and 2019 bank statements into my QuickBooks online but it’s only importing up to may of 2019

Hi @shadcook,

 

Welcome to the Community. I'm here to share some clarification about uploading bank statements.

 

When importing bank transactions, the maximum file size the system support is 350 KB. Exceeding the limit will lead to an incomplete download. It's recommended to shorten the date range and download the data in smaller batches. 

 

Additionally, I recommend visiting the following article to learn how to put downloaded bank and credit card transactions to the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

 

Fill me in if you have additional questions about managing your bank transactions in QBO. I'm always here to help. Take care always.

shadcook
Level 1

I need to import 2018 and 2019 bank statements into my QuickBooks online but it’s only importing up to may of 2019

I have tried shrinking the size and nothing shows in the register past may of 2019

shadcook
Level 1

I need to import 2018 and 2019 bank statements into my QuickBooks online but it’s only importing up to may of 2019

I tried both QuickBooks type files as well as .csv 

MaryLandT
Moderator

I need to import 2018 and 2019 bank statements into my QuickBooks online but it’s only importing up to may of 2019

I'm here to help ensure your 2018 and 2019 bank transactions are imported to QuickBooks Online, shadcook.

 

There's a template you need to check before uploading a CSV file. You can either use the 3-column or 4-column format. Check out this link to learn how to use it: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once your CSV file is ready, here are the steps you can follow on how to import transactions:

  1. In QuickBooks Online, go to the Banking menu.
  2. Select the Link account ▼ drop-down, then Upload from file.
    upload bank transactions.PNG
  3. Click Browse to open the CSV file, then Next.
    upload bank transactions1.PNG
  4. From the QuickBooks account ▼ drop-down, select the account you want to upload the transactions into, then click Next.
    upload bank transactions2.PNG
  5. Follow the on-screen steps to match the columns on the file with the correct fields in QuickBooks, then Next.
    upload bank transactions3.PNG
  6. When you're ready, click Let's go.

Now that your transactions are in QuickBooks, it's time to categorize and add them to your bank register. Transactions will go into your accounts after you review them.

 

The final step is to reconcile them. This ensures your books are accurate and there aren't any duplicate entries.

 

Let me know if you need anything else you need with importing bank transactions to QBO. Just tag my name, and I'll get back to you.

Fiat Lux - ASIA
Level 15

I need to import 2018 and 2019 bank statements into my QuickBooks online but it’s only importing up to may of 2019

@shadcook 

Utilize the trial license of this converter app.

https://www.moneythumb.com/?ref=110

 

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