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proreo
Level 2

Limited history for capital one credit card

I have recently started with QB online and successfully connected all my accounts but capital one credit card. It seems it's history is limited to 90 days (I suspect it's the limitation of the interface, as I can see all history in capital one app)

How do I import the rest?

Thanks

5 Comments 5
Fiat Lux - ASIA
Level 15

Limited history for capital one credit card

If you can download *.qbo files from your bank, you can import past transactions into your QBO account. Another option, use MT Online or one of the converter tools (e.g csv2qbo).

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

   

FateCandylaneT
QuickBooks Team

Limited history for capital one credit card

I appreciate you for visiting the Community, Paul. I'm here to help you import your transactions from your Capital One Credit Card to QuickBooks Online (QBO).

 

Yes, you're right. As QuickBooks automatically downloads the latest available transactions, we can't download your bank transactions from Capital One Credit Card for the past 90 days.

 

For the time being, we can manually upload your transactions to QBO after downloading them from your bank. 

 

To enable us to enter older transactions into QuickBooks, let us first ensure we have the downloaded .qbo or CSV file data of your transactions from your financial institution. You may visit your bank's website for this.

 

Once you've reviewed the downloaded transactions, let's manually upload them to QBO. Here's how:

 

  1. On the left menu bar, select Bookkeeping and click Transactions. 
  2. Under the Bank transactions section, select the blue tile for the account you want to upload the transactions.
  3. Click on the Link account dropdown, then Upload from a file.
  4. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions.
  6. Select Continue, and follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then tap Continue.
  7. Choose the transactions you want to import and select Continue.
  8. Click Yes. When you accept your transactions, tap Done.

 

For further information about manually importing your transactions, refer to this article: Manually upload transactions into QuickBooks.

 

Moreover, you check out these helpful resources that you can use in the future:

 

 

By doing so, you'll receive instructions on resolving any errors you encounter when downloading transactions and ensure that they match up after uploading.

 

You're always welcome to get back to us if you have any additional queries about importing transactions to QBO. I'd be more than willing to assist you. Keep safe!

proreo
Level 2

Limited history for capital one credit card

Thanks. Very informative. Is that a limitation imposed by Capital One?
ZackE
Moderator

Limited history for capital one credit card

Thanks for following up with the Community, proreo. I'm happy to hear FateCandylaneT was able to help with manually uploading transactions and provide some additional useful information.

 

You're correct, any limitations on how far back you can download transactions come from your financial institution. Some banks will let you download an account's last 90 days of transactions, while others can go as far back as 24 months.

 

I've also included a detailed resource about working with bank feeds which may come in handy moving forward: Connect bank & credit card accounts

 

I'll be here to help if there's any additional questions. Have a lovely day!

proreo
Level 2

Limited history for capital one credit card

Capital One apparently has QBO export functionality and can do it up to 25 month back.

 

Will QuickBooks recognize if I import the same transaction twice (i.e. imported automatically and then from the QBO file)?

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