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grovebizs-gmail-
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When I connect my bank account, do I have to bring over the last 3 months of transactions? Can I only bring over transactions for today and going forward?

 
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MJoy_D
Moderator

When I connect my bank account, do I have to bring over the last 3 months of transactions? Can I only bring over transactions for today and going forward?

I can share some information about adding your bank transactions in QuickBooks Online (QBO), @grovebizs-gmail-.

 

The first time you connect your bank, QuickBooks will pull up 30 to 90 days (or more) of transactions. If you'd like to to add your data beyond that, you’ll have to upload them manually.

 

However, if you'd only like to have transactions for today and moving forward, you can exclude the transactions that was pulled-up the first time you connect your bank.

 

Here's how to exclude those transactions:

 

  1. Go to your Banking tab and then go to For Review tab.
  2. Click the checkboxes of the transactions to exclude.
  3. From the Batch actions drop-down, choose Exclude Selected.

These transactions are now listed on the Excluded tab and will not be included to your business finances and don't appear in any associated account registers or reports.

 

You can check this article for more information: Exclude expenses from downloaded bank transactions.

 

Here's a guide on how to connect bank and credit card accounts to QuickBooks Online. After connecting the bank successfully and pulling up new transactions, you can now categorize and match online bank transactions in your QuickBooks Online account. 

 

Know more of what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if bank transactions won’t download or there's a bank error

 

Should you need any further information, let me know in the Reply section below. Keep safe and enjoy the rest of the day!

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