I added a new bank account but only the last quarter was imported. I need the whole year. How do I expand the date of import to capture the whole year
It's good to hear you've successfully added the new bank account, awseib. Let's download your transactions to QuickBooks Online (QBO).
Please know that the first time you connect your account in QuickBooks, the system downloads up to the last 90 days of transactions. To download older transactions, you'll have to upload them manually into your account.
To start, we can sign in to your bank's website and follow their instructions to download your older transactions in CSV or QBO format. Once done, follow these detailed steps to ensure a smooth importing process:
After successfully importing your transactions into QuickBooks, you might find this article helpful for future reference on categorizing bank transactions in QuickBooks Online.
Additionally, have you considered scheduling a complimentary consultation with our QuickBooks Live Expert Assisted service? Our experts are ready to offer personalized advice and detailed, step-by-step guidance tailored specifically to your needs. They will assist you in effectively managing your QuickBooks Online account, ensuring that every transaction is accurately categorized and directed to the appropriate accounts. This support will empower you to maintain smooth and efficient business operations, allowing you to focus on what matters on growing your business.
Our team is here to support you in transferring your transactions to QuickBooks. If you require any support in this regard, please do not hesitate to reach us. We will keep this thread open, so you're welcome to post any follow-up questions or comments.
You can use MT Onlne or csv2qbo converter tool as a workaround.
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