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NanB
Level 1

importing bank transactions

I have a client whose bank account is connect and working fine but when we set it up we did not change the date for how far back we wanted the transactions to go so it did not bring over everything we need.  How can I download the rest of the transactions needed?

1 Comment 1
4Gal
Level 10

importing bank transactions

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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

 

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