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Hi there, @user3056791.
Welcome aboard to the Community. I can share some clarification about the banking feature in QuickBooks.
It looks like you recently link your bank account to QuickBooks. When performing the process, the system can download 30 to 90 days of transactions or more, but it depends on your bank.
To bring over older data, I recommend exporting transactions from your bank's website via CSV. This way, you can upload the file in QuickBooks manually.
Here's how:
You can also check this article for more details about review what you imported to QuickBooks (scroll down to Step 4): Add older transactions to QuickBooks Self-Employed.
Drop me a comment below if you have any other questions related to banking. I'll be happy to help you some more.
If your bank supports SlickConnect, utilize the trial period of it as a workaround.
https://www.moneythumb.com/?ref=110
I am only on quickbooks online. I see no import older tranactions button anywhere.
Welcome to the Community, @JSP123JSP. I see that you are following the steps from my colleague about importing transactions in QuickBooks Self-Employed. I can help you import your older transactions in QuickBooks Online (QBO).
To import your older transactions, please follow these steps:
For more information, you can visit this article: Manually upload transactions into QuickBooks Online.
Once everything's set, make sure to check out these articles for future reference that'll walk you through the steps to categorize your transactions and reconcile your account seamlessly:
I'm all ears if you have other queries about importing transactions in QuickBooks Online. Don't hesitate to reach out. Stay safe always.
You can use MT Online or one of the converter tools with a one time license (e.g csv2qbo @ $60) as a workaround.
https://www.moneythumb.com/?ref=110
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