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Join nowHi, I just signed up for quickbooks and connected all my bank accounts and credit cards. I notice bank accounts are only syncing in 3 months and I need to run a report for an entire year (2023). How long does it take for this information to sync? Thank you in advance.
Let's get your bank transactions to show so you can get back to business, norma.
Before we start, may I know what bank is connected to your QuickBooks Online (QBO) account? Any additional information would help us verify if there's an issue with the bank.
Also, when you connect an account for online banking, QuickBooks will download the 90 days or less of your entries. This process is automatic and cannot be opted out.
In the meantime, we can manually update your account. This refreshes the connection between your bank and the program. Here's how:
Once everything is good, you'll need to review and categorize them. You can check out this article for the detailed steps on how to do it: Categorize and match online bank transactions in QuickBooks Online.
Moreover, I'm adding this article that tackles reconciliation to ensure your account is balanced and accurate: Reconcile an account in QuickBooks Online.
I'm all ears if you have other banking concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help. Take care always.
You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.
https://www.moneythumb.com/?ref=110
My bank is TD Bank. I'm looking to see all my transactions from 2023 if not further back..
Thank you for the additional information, @normab.
I'll ensure you can get to see all your bank transactions in QuickBooks Self-Employed (QBSE).
As mentioned by my colleague above, In QuickBooks, if it's your first time connecting your bank to QuickBooks, the system will automatically download the 30 to 90 days of transactions and up to a year. Every time you sign into QuickBooks, it automatically downloads new transactions from your connected accounts.
You'll need to manually import them if you want the older transactions to be in QuickBooks. See the steps below:
Please refer to this article for the step-by-step process: Add older transactions to QuickBooks Self-Employed.
Once your older transactions are in QuickBooks, you can review and categorize them. Visit this article for future guidance: Categorize transactions in QuickBooks Self-Employed.
Please reply again to this thread if you have clarifications or additional queries about managing your bank transactions in QuickBooks. I'll be around to help you.
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