Hi there, @abbey-swanson-gm.
I'm here to help ensure you get all your transactions dating back to April with online banking in QuickBooks Online.
Transaction downloaded with the initial integration is based on the number of months provided by your financial institution. Randomly, most of them will share at least 90 days from the setup date and/or 24 months at most.
Now that it only downloads transactions from mid-July until today, let's consider manually downloading a list of your transaction from April to the rest of your July transactions in a CSV format and uploading the file in QuickBooks. Kindly read and use this article to make sure your file is in the correct formation to avoid issue importing it:
Then, follow the steps listed below to start uploading your transactions:
- Go to Banking.
- Select Transactions.
- Under Link account, select Upload from file.
- Click Select files.
- Find and open the CSV file of your online transactions.
- Select Continue.
- Map your transactions according to QuickBooks requirements.
- Click Let's go.
Here's an article you can read to learn more about uploading transactions and other file formats you're able to use: Manually Upload Transactions into QuickBooks Online.
After you're able to upload and get the list of all your online transactions, here is the reference you can use to review and put them into the correct accounts in QuickBooks: Categorize and Match Online Bank Transactions in QuickBooks Online.
I've got you covered if you have follow-up questions or clarifications about this. Don't forget to tag my name, @JonpriL, if you've got other concerns about online banking and uploading transactions in QuickBooks.
