Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowHello there, bordelonsh-hotma.
I'll provide insights on how bank and credit card transactions work in QuickBooks Online. I'll also ensure you can get bank entries from 1/1/23 - 6/30/23 into the program.
Please know that the downloaded data in QuickBooks depends on what your bank shares with us. Some financial institutions let you download the last 90 days of transactions. Others can go back as far as 24 months.
Since your bank doesn't download transactions from the stated periods above, you can manually import them into QuickBooks. It allows you to see all of your bank data in QBO.
To start with, get the entries from your bank. You can then follow the steps below.
Once done, open and review the file from your bank. Then. make sure it's in the correct format before you upload it. Please note the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches.
After that, you can refer to this article for additional guidelines on how to finish the process: Manually upload transactions into QuickBooks Online.
In case you need steps on how you can review imported transactions by matching or adding them to avoid duplicate data, you can read this article: Categorize online bank transactions in QuickBooks Online.
If you still have concerns with managing your bank transactions in QBO, please don't hesitate to add them below. I'm here to assist you further, bordelonsh-hotma. Have a good day!
You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.
https://www.moneythumb.com/?ref=110
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here