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kenjones121962
Level 1

How can I download older credit card statements, not just the current one?

 
1 Comment 1
MichaelDL
QuickBooks Team

How can I download older credit card statements, not just the current one?

Hello and welcome to the Community, @kenjones121962.

 

Do you mean you wish to download older statements for that credit card from your financial institution's website? The steps to accomplish this will vary based on the bank you're using. As a general rule of thumb, we recommend using the bank site's Search Bar and entering QuickBooks. Many financial institutions can offer steps specific to their platform for obtaining transaction data.

 

Once you've obtained the credit card transactions you need, you can upload them to QBO like so: 

 

Uploading Credit Card Transactions

  1. From QuickBooks Online, navigate to the Banking tab. On the Update drop-down, select File Upload.
  2. Click Browse and select the CSV file you downloaded.
  3. Follow the on-screen instructions to import your transactions.

For more information on this, check out our detailed guide to uploading bank transactions and the short video guide below:

 

With these instructions, you can download older credit card statements with ease. Please touch base with me here for all of your future QuickBooks needs, I want to ensure your success. Thanks for reaching out and have a magnificent rest of your day.

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