You can download transactions from your bank: CSV, QFX, QBO, or OFX format only.
And Import bank transactions using Excel CSV files to QuickBooks Online.
Hope this helps!
Thank you for posting, @earthenescapes.
At this time, you can add those past 90 days' worth of transactions through the WebConnect process. You’ll have to manually download the transactions from the bank. Then, upload the file to your account.
Download bank transactions:
To upload the file to your QuickBooks account:
Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can now categorize and then reconcile the transactions.
Let me know if there’s anything else that I can assist about your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!
My problem is that my bank doesn't keep my transactions past 90 days. So it's not even in their system. However, I do have access to my bank statements in pdf form. Is there way to work with that?
Thanks for getting back and providing clarification about your bank transactions, @earthenescapes.
Currently, QuickBooks can only support CSV or Webconnect.
Since you have the PDF form for those past transactions, you can convert them instead using an app converter. You can search for an available converter or you can attempt to copy and paste it to Excel and save it as CSV.
Reach out to me again if you have further questions or clarifications. I'm here to help. Take care and have a good one.
There are plenty of third-party application that can covert it, earthenescapes.
Thou, we can't recommend what specific app you should use, you'll want to visit our QuickBooks App Center. This way, you can find the best converter that suits your business needs.
You can also follow the steps below in searching the app:
Once your done in converting the file, you can follow the steps above provided by colleague MaryjoyD in uploading it. Then, we can now start categorizing your bank transactions.
I'm hoping that you'll the best converter. Please let me know if there’s anything else that we can help with and have a great rest of your day!