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The first time connect your account, QuickBooks automatically downloads the maximum number of transactions available from your bank.
You can start downloading transactions from your banks when you've set up your Bank Feeds account. You could get up to a year's worth of transaction history. But, most banks will only allow you to download data from the preceding 90 days.
Here's how to download using Direct Connect:
- Go to the Banking menu.
- Hover over Bank Feeds and select Bank Feeds Center.
- From the Bank Accounts list, choose the account you want to connect. (Optional) In the Send items to your bank section, you can edit or delete items by clicking the drop-down.
- Once you're ready, click Download Transactions.
- Choose Synchronize if you only want to download transactions for a specific account. Then Sync this account.
- Select Sync all for this Bank if you want to download transactions for all your accounts at the same bank.
- In the Access to a window, enter your PIN or password to connect to your bank.
- Hit OK.
These are the steps to download using web connect:
- Go to the Banking menu.
- Hover over Bank Feeds and select Banking Center.
- Find your bank and select Download Transactions. This opens a browser window to your bank's website.
- Sign in to your bank's website to download the Web Connect file.
After the downloads, you can add or match January 2022 to get them inside QuickBooks. Please refer to this article for more detailed information: Add and match Bank Feed transactions in QuickBooks Desktop.
Furthermore, you can review this resource to learn more about reconciliation: Reconcile an account in QuickBooks Desktop.
Let me know if you need further assistance with banking. We're always here to help you.
