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Anonymous
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The bank information only goes back 90 days and Ineed to go back 6 months by inputting the bank entries manually. How do I do it?

 
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MaryLurleenM
Moderator

The bank information only goes back 90 days and Ineed to go back 6 months by inputting the bank entries manually. How do I do it?

That's right, emcabrera,

 

Newly connected banks goes back up to 90 days worth of past transactions. You can use web connect to import your bank transactions that were not downloaded.

 

Start off with downloading transactions from your bank's website:

  1. On your bank's website, follow the process to download transactions to your computer.
  2. Choose transactions from specific account pr select a date range. Note: QuickBooks Online only support file sizes up to 350 KB. You can download transactions into smaller date ranges.
  3. Choose a supported file type. From .CSV, .QBO, .QFX, or .OFX file.

Here's how to upload the file to your QBO:

  1. Click Banking on the left pane.
  2. Select Banking.
  3. Select File upload from the Update drop-down menu.
  4. Click Browse and locate the file.
  5. Select Next.
  6. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next.
  7. Follow prompts to select columns that match QuickBooks banking fields.
  8. Next.
  9. Click Let's go! or Finish.

Check this article for more information: How to upload more than 90 days of bank transactions.

 

Please feel free to leave a comment below if you need any further assistance.

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