My client's banks accounts are linked, but only a few of the bank statements are showing. Why is that?
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Thanks for reaching out to the Community, Sllopez.
After connecting a bank account to QuickBooks, its latest transactions from the last 90 days are automatically downloaded. This is why you'll only see a few months of history after linking your account.
If you need to import transactions from further back than 90 days, I'd recommend importing them manually.
Here's how:
Next, you can review your file's format/size and begin uploading it.
To download recent transactions through the connection your client's set up, they can access their Banking screen, then select Update.
I've also included a detailed resource about working with online banking which may come in handy moving forward: Manually upload transactions
Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!
Thanks for reaching out to the Community, Sllopez.
After connecting a bank account to QuickBooks, its latest transactions from the last 90 days are automatically downloaded. This is why you'll only see a few months of history after linking your account.
If you need to import transactions from further back than 90 days, I'd recommend importing them manually.
Here's how:
Next, you can review your file's format/size and begin uploading it.
To download recent transactions through the connection your client's set up, they can access their Banking screen, then select Update.
I've also included a detailed resource about working with online banking which may come in handy moving forward: Manually upload transactions
Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!
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