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Level 1

Can you tell me why 4/19 through11/19 is missing in my banking information?

Can a representative please call me?
1 Comment

Can you tell me why 4/19 through11/19 is missing in my banking information?

It's good to see you here in the Community, lisamurals.


If you need to get older transactions from your bank, you can use the WebConnect feature to download the older transaction from your bank account and import them into QuickBooks Online.


Step 1: Pick a date range:


  1. In QuickBooks, go to the Accounting menu, then select Chart of Accounts.
  2. Find the bank or credit card account you want to upload more transactions into. Then select View register.
  3. Scroll to the bottom of the list.
  4. Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.

Step 2: Download transactions from your bank:


  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps. Here are steps for Bank of America, Chase, and Wells Fargo.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your desktop.

For other recommended steps, you can check this article: Manually upload transactions into QuickBooks Online.


Additionally, you can visit these links to manage and categorize your transactions in QuickBooks:


You'll be back in business in no time. Please know I'm only a post away if you need more help with importing your old transactions. Have a great rest of your day!

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