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americanstonellc
Level 1

When I set my account today, it only pulled my banking info since August and my company started in April. How can I get that info also

 
1 Comment 1
Jessica_young
Moderator

When I set my account today, it only pulled my banking info since August and my company started in April. How can I get that info also

Good morning @americanstonellc. Thanks for bringing this to my attention.

Upon the initial set up, only 90 days' worth of transactions will be imported into QBO. As far as the older transactions, you'll need to manually upload these. 

Quick note: To avoid entering duplicates, you need to know the date of the oldest existing transaction currently in the account.

 

Here's what you need to do next:

  1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
  2. Find the bank or credit card account you want to upload the transactions into.
  3. Select Account history.
  4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

Next, you'll get your transactions from your bank:

  1. Sign in to your bank or credit card’s website.
  2. Look for and follow your bank’s steps to download transactions. Every financial institution has different steps.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

Let me know if you have additional questions here!  If this solution doesn't work, please reach back out and we can investigate further. Take care!

 

 

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