cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
bj2
Not applicable

Started Intuit mid yr 2018. Switched bank same time. Need to MANUALLY input my first 6 months into Intuit. Small co, not many inputs per month. How?

 
3 Comments
Moderator

Re: Started Intuit mid yr 2018. Switched bank same time. Need to MANUALLY input my first 6 months into Intuit. Small co, not many inputs per month. How?

Hello,

 

You can download a file from your bank and upload it into your QuickBooks account.

https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-upload-more-than-90-days-of-ba...

Established Member

Re: Started Intuit mid yr 2018. Switched bank same time. Need to MANUALLY input my first 6 months into Intuit. Small co, not many inputs per month. How?

hi did you ever figure out  how to do this? I am in the same boat.

QuickBooks Team

Re: Started Intuit mid yr 2018. Switched bank same time. Need to MANUALLY input my first 6 months...

Hi there, @Electricco1.

 

Glad to have you here in the Community. I'm here to help and share some information on how you can download your bank transactions in QuickBooks Online.

 

When you first connect your account, QuickBooks downloads up to the last 90 days of transactions. However, if you need more than 90 days of transactions, you can export additional historical transactions from the bank and upload them into your QuickBooks company.

 

To upload or import bank transactions, you must first download transactions from your bank's website in a file format that QuickBooks Online supports, and then upload that file to your QuickBooks Online company.

 

Once done, you can upload it into your QuickBooks by following these steps: 

  1. From the left menu, select Banking, and choose Banking.
  2. Select Upload transactions manually.
  3. Select Browse and choose the file you downloaded from your bank.
  4. Select Next.
  5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next.
  6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields.
  7. Select Next.
  8. Select Let's go! (or Finish).

For more details about this process, please check out this article: How to upload more than 90 days of bank transactions.

 

If you encounter any online banking issues, you can refer to this article for some troubleshooting steps: Fix online banking errors in QuickBooks Online.

 

However, if you need additional assistance with this matter, I'd suggest reaching out to our Customer Care Team. 

 

To reach them:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

That should do it, @Electricco1.

 

Please know that the Community is just around the corner if there's anything else you need. Wishing you and your business continued success.