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dgkrieger-gmail-
Level 1

Is there a limit to the number of transactions that can be synced from my bank account? I'm only getting 2 months worth.

 
Solved
Best answer December 29, 2023

Best Answers
AileneA
Moderator

Is there a limit to the number of transactions that can be synced from my bank account? I'm only getting 2 months worth.

Hi there. 

 

QuickBooks Online offers users the convenience of syncing all their financial transactions in one place without any limit on the number of transactions. However, it's important to remember that QuickBooks only retrieves data from the past 90 days when downloading bank transactions. If you need to access transaction data over 90 days, manually upload the data using supported file formats. 
 

The supported file formats for manual uploads include CSV, QFX, QBO, and OFX. Additionally, it's important to ensure that the data you're uploading is accurate and error-free to avoid any discrepancies in your financial records. 
 

To stay on top of your financial records, you should download bank transactions regularly, ideally once a week, to ensure your QuickBooks account is up-to-date. This will help you avoid potential accounting errors and provide an accurate picture of your financial health.
 

Once ready, you can now upload your transactions into QBO. Here's how:
 

  1. From the left menu, click on Transactions, then select Bank transactions.
  2. Under the Link account dropdown menu, choose Upload from file.
  3. Select Browse, pick the file you downloaded from your bank, and tap Next.
  4. From the QuickBooks account dropdown menu, choose the account to which you want to upload the transactions, and then click Next.
  5. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then tap Next.
  6. Hit Let's go when you're ready. 

 

You can check some of our helpful articles about uploading bank transactions to QuickBooks:
 

 

One way to ensure that all entries are accounted for correctly and without duplicates is to categorize and match them. This will help identify any discrepancies and make corrections if needed. Once you have categorized and matched your entries, it is essential to reconcile them. Reconciliation involves comparing your records with external sources such as bank statements, credit card statements, and invoices. This process helps you identify errors or discrepancies and ensure that your records accurately reflect your financial position. By reconciling your accounts regularly, you can maintain financial transparency and avoid potential mistakes that could impact your business.
 

I'll be around if you still have questions about banking or bank transactions. Drop them in the comment section below, and I'll happily answer them. Take care and have a nice day ahead.

View solution in original post

1 Comment 1
AileneA
Moderator

Is there a limit to the number of transactions that can be synced from my bank account? I'm only getting 2 months worth.

Hi there. 

 

QuickBooks Online offers users the convenience of syncing all their financial transactions in one place without any limit on the number of transactions. However, it's important to remember that QuickBooks only retrieves data from the past 90 days when downloading bank transactions. If you need to access transaction data over 90 days, manually upload the data using supported file formats. 
 

The supported file formats for manual uploads include CSV, QFX, QBO, and OFX. Additionally, it's important to ensure that the data you're uploading is accurate and error-free to avoid any discrepancies in your financial records. 
 

To stay on top of your financial records, you should download bank transactions regularly, ideally once a week, to ensure your QuickBooks account is up-to-date. This will help you avoid potential accounting errors and provide an accurate picture of your financial health.
 

Once ready, you can now upload your transactions into QBO. Here's how:
 

  1. From the left menu, click on Transactions, then select Bank transactions.
  2. Under the Link account dropdown menu, choose Upload from file.
  3. Select Browse, pick the file you downloaded from your bank, and tap Next.
  4. From the QuickBooks account dropdown menu, choose the account to which you want to upload the transactions, and then click Next.
  5. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then tap Next.
  6. Hit Let's go when you're ready. 

 

You can check some of our helpful articles about uploading bank transactions to QuickBooks:
 

 

One way to ensure that all entries are accounted for correctly and without duplicates is to categorize and match them. This will help identify any discrepancies and make corrections if needed. Once you have categorized and matched your entries, it is essential to reconcile them. Reconciliation involves comparing your records with external sources such as bank statements, credit card statements, and invoices. This process helps you identify errors or discrepancies and ensure that your records accurately reflect your financial position. By reconciling your accounts regularly, you can maintain financial transparency and avoid potential mistakes that could impact your business.
 

I'll be around if you still have questions about banking or bank transactions. Drop them in the comment section below, and I'll happily answer them. Take care and have a nice day ahead.

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