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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:
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.
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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