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Level 1

Why my bank account shown only 6 months

 
2 Comments
Moderator

Why my bank account shown only 6 months

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:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Imports below Transactions.
  3. Choose Import older transactions

 

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.

Level 15

Why my bank account shown only 6 months

@user3056791 

If your bank supports SlickConnect, utilize the trial period of it as a workaround.

https://www.moneythumb.com/?ref=110

 

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