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bunchofstuffdiscount
Level 1

Can I port in more than 90 days to quickbooks from truist?

 
2 Comments 2
Ethel_A
QuickBooks Team

Can I port in more than 90 days to quickbooks from truist?

Yes, you can upload bank statements older than 90 days into QuickBooks Online.


Start by downloading the list of transactions from your bank and saving it in one of the accepted file formats, such as QBO, CSV, or QFX. Once the file is ready, follow these steps to import it into QuickBooks.

 

Here's how:

 

  1. Go to the Transactions menu, then Bank transactions.
  2. Click the drop-down arrow beside Link accounts and select Upload from file.
  3. Click Upload from this device, and select the file you downloaded from your email. Then, select Continue.


     
  4. Match the columns in the file with the correct fields in QuickBooks. Then select Continue.
  5. Choose the transactions you would like to import. Then select Continue.
  6. Click Yes, then hit Done.

 

After successfully uploading your transactions, review them carefully to match and categorize each one. Assign the transactions to their appropriate accounts to ensure accurate record-keeping and seamless organization.

 

If you need assistance managing bank transactions in QBO, consider consulting our QuickBooks Live Expert Assisted. They can provide valuable tips and support efficiently.

 

Feel free to comment below if you have any other concerns.

SIAB
Level 7

Can I port in more than 90 days to quickbooks from truist?

@bunchofstuffdiscount 

Another option, use csv2qbo converter tool. It's a $60 one time license.

https://www.moneythumb.com/?ref=110

 

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