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rdjonas91
Level 1

Importing old Transactions from Wells Fargo to Quickbooks

I am trying to go back as far as 2014 to import transactions. My bank will not allow me to download .iff or web files going back farther than 3/2019. Is there another way I can put much older transactions into quickbooks?

2 Comments
MaryJoyD
QuickBooks Team

Importing old Transactions from Wells Fargo to Quickbooks

I can show you how to add those transactions to your account, @rdjonas91.

 

You can try to check if they can generate a .QBO format of your bank transactions. You’ll have to manually download the transactions from the bank. Then, upload the file to your account.

 

Download bank transactions:

  1. Go to your online banking account to get your file.
  2. Check or follow your bank’s instructions to get a copy of the data and then save it on your computer.
  3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
  4. Please take note of the supported file format and size. It should be a QuickBooks Online (.QBO) file. 
  5. Download your transactions and save the file to your desktop.

Then, you can import the transactions so they become available in your Bank Feeds. If your bank offers Web Connect:

  1. From the Banking menu, select Bank Feeds, then Import Web Connect Files.
  2. Select the QBO file you saved, then select Open.
  3. When prompted to Select Bank Account, select Use an existing QuickBooks account or Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet.
  4. Select Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.

You can now go back to the Bank Feeds Center to review your transactions.

 

Check this article for more information: Import web connect (.qbo) files.

 

Additionally, I got you this article that can guide you in reconciling your accounts accurately: Reconcile an account in QuickBooks Desktop.

 

Let me know if there’s anything else that I can assist with your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!

Fiat Lux - ASIA
Level 15

Importing old Transactions from Wells Fargo to Quickbooks

@rdjonas91 

What kind of file format do they provide? You may need a converter app.

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

 

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