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Welcome to the Online Community, jacob6.
Good job in connecting your bank account. I’m happy to share some insights about downloading banking transactions.
When connecting your account for the first time, QuickBooks downloads the last 90 days of transactions. Since you need more than 90 days' worth of data, you can export them from the bank and upload the file into QuickBooks.
Please contact your financial institution and check if they offer a WebConnect file. If so, let's go ahead and sign into your bank's website and follow the online process for downloading transactions.
Once you're ready, let's upload the file to your company. Here's how:
That should do it. I'd like to make sure that you're able to resolve this concern, so please let me know how it goes by posting a comment below. Best regards.
Welcome to the Online Community, jacob6.
Good job in connecting your bank account. I’m happy to share some insights about downloading banking transactions.
When connecting your account for the first time, QuickBooks downloads the last 90 days of transactions. Since you need more than 90 days' worth of data, you can export them from the bank and upload the file into QuickBooks.
Please contact your financial institution and check if they offer a WebConnect file. If so, let's go ahead and sign into your bank's website and follow the online process for downloading transactions.
Once you're ready, let's upload the file to your company. Here's how:
That should do it. I'd like to make sure that you're able to resolve this concern, so please let me know how it goes by posting a comment below. Best regards.
Thank you Precious!
Did not realize that it was only 90-days by default. This was VERY helpful. Thank you again!
Thank you Precious,
Did not realize it was only 90 days by default. This reply was very helpful I now have all the transactions moved over. Thank you again!
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