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Hi there, hotdogmaster.
I'll make sure that you can get your last year's transaction.
Once you connect your bank account, QuickBooks will automatically download your transactions for the last three months. If you need to get the older transactions, you'll have to upload them manually. You can start by going to your bank's website and follow the instructions on how to download them. Currently, these are our supported file formats:
Next, open and review the file from your bank to ensure that it's in the correct format. Once you're all set up and ready, here's how to upload the file:
Additionally, here are some articles that you can browse to help review and reconcile your online banking transactions in QuickBooks Online:
I'm just a comment away if you have any other concerns or follow-up questions. Have a great rest of the day.
Hi there, hotdogmaster.
I'll make sure that you can get your last year's transaction.
Once you connect your bank account, QuickBooks will automatically download your transactions for the last three months. If you need to get the older transactions, you'll have to upload them manually. You can start by going to your bank's website and follow the instructions on how to download them. Currently, these are our supported file formats:
Next, open and review the file from your bank to ensure that it's in the correct format. Once you're all set up and ready, here's how to upload the file:
Additionally, here are some articles that you can browse to help review and reconcile your online banking transactions in QuickBooks Online:
I'm just a comment away if you have any other concerns or follow-up questions. Have a great rest of the day.
Hi hotdogmaster,
Hope you’re doing great. I wanted to see how everything is going about your concern. Were you able to upload the older transactions? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
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