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Hello,
You can download a file from your bank and upload it into your QuickBooks account.
hi did you ever figure out how to do this? I am in the same boat.
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:
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:
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.
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