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vishnupropmgmt-g
Level 1

Why quickbook is only pulling bank transactions from June to December and not pulling data from Jan to May?

 
2 Comments 2
MichaelaS
QuickBooks Team

Why quickbook is only pulling bank transactions from June to December and not pulling data from Jan to May?

I’m here to share detailed information about the process of the downloaded bank transaction in QuickBooks Online (QBO), Vish.

 

QuickBooks relies on your bank to determine the information available for download. Most banks allow you to download transactions from the last 90 days. In this case, older transactions won't be downloaded automatically. For now, you can manually upload the bank transaction from Jan-May into QuickBooks then, refer to the steps below:

 

  1. Get the transaction from your bank by signing to your bank or credit card's website.
  2. Follow your bank's instructions on how to download CSV files of your transactions to your computer.
  3. Check the date range, then download your transactions and save the file somewhere you can easily find it.
  4. Import the file to QBO. Go to Transactions, then select Bank Transactions.
  5. Click the blue tile for the account you want to upload the transactions into.
  6. Select the Link account dropdown, then select Upload from the file.
  7. Select Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
  8. In the QuickBooks account  dropdown, select the account where you want to upload the transactions, then select Continue.
  9. To match the columns on the file with the correct fields, follow the onscreen steps. Then click Continue.
  10. Click the transactions you would like to import. Then select Continue.

 

For the format for downloading your transactions, you can read through this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

After that, exclude the bank transactions from June to December instead of deleting them. Deleting these transactions can lead to them being duplicated and re-downloaded when you update QuickBooks.

 

Once you've finished downloading your transactions, you can now start categorizing and matching your online bank transactions to make sure that they will be posted to the correct accounts.  

 

Keep me posted if you have other queries about managing bank transactions. I'm always here to help. Take care.

Deity Alpha
Level 7

Why quickbook is only pulling bank transactions from June to December and not pulling data from Jan to May?

@vishnupropmgmt-g 

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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