Hi, @pguilbault77-gma. Thank you for reaching the Community. Let me assist you today, so you’re able to download your transactions in QuickBooks Online.
When you connect a bank account, it only brings the last 90 days of your transactions by default.
As a workaround, you can manually upload them using a CSV file. The steps below will walk you through the process:
- From the Transactions tab, select Banking.
- In the Link account drop-down, select Upload from file.
- Click the Drag and drop or select files button.
- Select the CSV file and then open.
- In the QuickBooks account dropdown, select the account you want to upload the transactions into.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
- Select the transactions
- Select Yes.
- Click Lets go.
Alternatively, you can also add those transactions through the WebConnect process. You can refer to this article for more details.
When everything is all set, you'll want to check out these articles for guidance. These can guide you further on how to categorize your transactions and reconcile your account flawlessly:
I’m always ready to assist you if you have any other questions or concerns about managing your bank transactions. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.
