Hello there, stoney49. I'm here to assist you in getting all of your banking transactions into your QuickBooks Online (QBO) account.
When you connect a bank account to QBO, the number of transactions you can retrieve depends on your financial institution. Some banks allow you to download at least 30 to 90 days of transactions, while others can provide up to a year.
Meanwhile, to bring up past transactions, you can request your bank for a CSV file and manually upload it into QuickBooks. I'll write down the steps to get you going:
- On the Bank Transaction page, tick the blue tile for the account you want to upload the transactions.
- Click the Link account dropdown. Upload from file.
- Drag and drop or select files. Pick the file you downloaded from your bank. Continue.
- Select the account you want to upload the transactions in the QuickBooks account dropdown. Press Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then Continue.
- Choose the transactions you would like to import and Continue.
- Hit Yes. When you accept it, click Done.
You might want to check out these resources in the future to help you manage your transactions in QBO:
If you have any further questions about the bank feeds in QBO, feel free to reply below. We're here to assist you 24/7.