Importing transaction from bank

Ask your bank to provide the bank statement file or download it from their website if available. You can import *.csv or *.qbo files later. Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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Hello, Harvey1014.

I'd like to add something about the transactions that were not downloaded after connecting your bank account. 

There are some banks that only allow up to 90 days worth of transactions. Though, others may allow you to download as far as 24 months. 

It looks like your bank only downloads your transactions up to a certain date. So, as what Fiat mentioned, we can download the missing transactions to an Excel file then import it into QuickBooks. 

After getting the Excel file, here's how you can upload the transactions:

1. Go to the Banking page.
2. Click the drop-down arrow beside the Link account button.
3. Select Upload from file.
4. Click the select files box, then browse for the downloaded Excel file.
5. Proceed with Continue.
6. Choose the bank account where you want to upload the transactions into.
7. On the next page, set your format then proceed with the import process. 

Want to learn more about the manual upload process? Check out this article for more details: Manually upload transactions into QuickBooks Online.

After getting those transactions in, we can start categorizing those records for your books. 

After managing those entries, do you need help reconciling your books in the future? We have a guide that'll help you with the steps: Reconcile an account in QuickBooks Online. 

Let me know if you have questions about managing those bank transactions. If you have concerns about your reports, other entries, or managing your lists, ask away and I'll help you out.