How can I get all my bank information transferred to quickbooks starting from a specific date

When is the specific date? Last 90 days or more?

1/1/2023

1/1/23

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

Hello there, Jess. Let me help you transfer your bank information or transactions in QuickBooks Online (QBO).

Beforehand, let me clarify things first if you want to transfer bank information or a bank transaction. If you wish to transfer bank information, you can add your bank account in QuickBooks and set it up with your bank information. However, if you want to transfer the bank transactions, you can achieve it by manually uploading the transactions or connecting your bank account in QBO. To upload the transactions, you can follow the steps below:

1. In Transactions, click Bank Transactions.
2. Choose the blue tile of the account you want to upload the transaction.
3. From the Link account dropdown, select Upload from file.
4. Click Drag and drop or select files and choose the file you downloaded from your bank. Then, select Continue.
5. Select the account you want to upload the transactions in the QuickBooks account dropdown, and click Continue. It is essential to know that if you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New dropdown from the dropdown to create a new bank account.
6. See the onscreen steps when matching the columns on the file with its correct fields in QuickBooks, and click Continue.
7. Decide the transaction you want to import and choose Continue.
8. If done, click Yes and Done.

However, if you want to export bank transactions from QBO, use this link as a reference on how: Export reports, lists, and other data from QuickBooks Online.

Moreover, I recommend scanning this article as your guide when reconciling your accounts inside QBO:

• Reconcile an account in QuickBooks Online
• Fix issues for accounts you've reconciled in the past in QuickBooks Online

You can reply to this post for more questions about transferring your bank transactions or information into QBO. I'm more than happy to assist you. Take care!

I have already transferred my bank information but I didn't realize only the last 90 days would transfer. I would like transactions starting on 1/1/23 to be transferred as well. Is that possible?

I appreciate your updates and for going back to this thread, Jess.

Yes, you can enter old transactions by uploading them manually from your bank. I have instructions that will guide you through the process.

Here's how: 

1. Go to Transactions, then select Bank transactions.
2. Select the blue tile for the account to which you want to upload the transactions.
3. Click the Link account▼ dropdown, then select Upload from file.
4. Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
5. Select the account you want to upload the transactions in the QuickBooks account dropdown▼. Then, select Continue.
6. Select the transactions you like to import. Then select Continue.
7. Tap Yes, then tick Done.

I'll leave this article for you to have detailed steps on how to download your transactions with the supported file in QuickBooks Online: Manually upload transactions into QuickBooks Online

Also, you can check this article for you to learn how to review downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online

In addition, you can refer to this article if you want to reconcile your account after categorizing your transactions: Reconcile an account in QuickBooks Online

If you have further concerns about uploading your bank transactions, don't hesitate to post that in the Community. I'm always here to lend a hand.