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Just added my Business AMEX to my banking transactions. Once linked up, only transactions dating back to Dec '18 have synced. How do I sync up through January '18?

 
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Best answer 03-11-2019

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Moderator

Re: Just added my Business AMEX to my banking transactions. Once linked up, only transactions dat...

Welcome to the Online Community, jacob6.

 

Good job in connecting your bank account. I’m happy to share some insights about downloading banking transactions.

 

When connecting your account for the first time, QuickBooks downloads the last 90 days of transactions. Since you need more than 90 days' worth of data, you can export them from the bank and upload the file into QuickBooks.

 

Please contact your financial institution and check if they offer a WebConnect file. If so, let's go ahead and sign into your bank's website and follow the online process for downloading transactions.

 

Once you're ready, let's upload the file to your company. Here's how:

  1. Go to Banking on the left panel.
  2. Choose Banking at the top then click File Upload. If you’ve never connected an account, select Upload transactions manually at the bottom of the screen.
  3. Click Browse and choose the file you saved in Step 1.
  4. Click Next.
  5. From the QuickBooks account drop-down, select the account you want to upload the bank data and then click Next.
  6. Select Let's go! or Finish depending on what you see.

That should do it. I'd like to make sure that you're able to resolve this concern, so please let me know how it goes by posting a comment below. Best regards. 

3 Comments
Moderator

Re: Just added my Business AMEX to my banking transactions. Once linked up, only transactions dat...

Welcome to the Online Community, jacob6.

 

Good job in connecting your bank account. I’m happy to share some insights about downloading banking transactions.

 

When connecting your account for the first time, QuickBooks downloads the last 90 days of transactions. Since you need more than 90 days' worth of data, you can export them from the bank and upload the file into QuickBooks.

 

Please contact your financial institution and check if they offer a WebConnect file. If so, let's go ahead and sign into your bank's website and follow the online process for downloading transactions.

 

Once you're ready, let's upload the file to your company. Here's how:

  1. Go to Banking on the left panel.
  2. Choose Banking at the top then click File Upload. If you’ve never connected an account, select Upload transactions manually at the bottom of the screen.
  3. Click Browse and choose the file you saved in Step 1.
  4. Click Next.
  5. From the QuickBooks account drop-down, select the account you want to upload the bank data and then click Next.
  6. Select Let's go! or Finish depending on what you see.

That should do it. I'd like to make sure that you're able to resolve this concern, so please let me know how it goes by posting a comment below. Best regards. 

Not applicable

Re: Just added my Business AMEX to my banking transactions. Once linked up, only transactions dat...

Thank you Precious!

 

Did not realize that it was only 90-days by default. This was VERY helpful. Thank you again!

Not applicable

Re: Just added my Business AMEX to my banking transactions. Once linked up, only transactions dat...

Thank you Precious,

 

Did not realize it was only 90 days by default. This reply was very helpful I now have all the transactions moved over. Thank you again!

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