It is not the experience we want you to have, Zmith1. I see your point, and I appreciate your detailed description of the issue. I'd be glad to provide insights to help you import your bank transactions from the previous year into QuickBooks Online (QBO).
When you connect your credit card to QBO, the system will only download bank transactions within the last 90 days, depending on your financial institution. That is why you can't download the previous year's transactions on either one of your devices.
To address this, let's import the remaining bank transactions manually. This process will ensure your financial records are complete and accurate, reflecting all transactions from this year and the previous one.
Let's begin by downloading the transactions from your bank or credit card. You can refer to the steps below:
- Sign in to your bank or credit card's website.
- Follow your bank's instructions for downloading CSV files of your transactions to your computer. Every financial institution has different steps. Here are steps for Bank of America, Chase, and Wells Fargo.
- Check the date range for the download. It should be at least one day before the date of your oldest transaction.
- Download your transactions and save the file somewhere you can easily find it, like your computer's desktop.
Your bank may offer a few file formats. Please review the correct format and size before uploading the file. Once you've verified the format and size, manually upload the transactions to QBO using these steps:
- Go to Transactions and select Bank Transactions.
- Choose the account you want to upload to.
- Select the Link account dropdown, then select Upload from File.
- Select files or drag and drop and choose the file you downloaded from your bank. Then, select Continue.
- In the QuickBooks account dropdown, select the account you want to upload the transactions. Then, click Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Select the transactions you like to import. Then select Continue.
- Click Yes to confirm and Done to Complete.
If you need steps to review bank and credit card transactions to avoid double entries, please refer to this article: Categorizing online bank transactions.
Moreover, I'm adding this article that tackles reconciliation to ensure your account is balanced and accurate: Reconciling an account.
If you need more help importing your bank transactions, please don't hesitate to leave a comment below. We're always here to ensure your pending tasks in QBO are seamlessly carried out. Have a great day!
