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usercontact
Level 1

How can i download older purchases from my credit card as far back as 2017?

 
1 Comment 1
MaryLurleenM
Moderator

How can i download older purchases from my credit card as far back as 2017?

Let me help you import your old transactions, usercontact.

 

QuickBooks Self-Employed downloads 30 to 90 days of past transactions. If you want to import older ones, you'll want to download them first on your bank;s website. Then, import it in QBSE.

 

Here's how:

  1. Sign in to your bank’s website.
  2. Follow your bank’s steps to download your transactions as a CSV file. This is usually a button or link on your account page.

To import:

  1. Go to the Profile icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

Check this article for more information: Add older transactions to QuickBooks Self-Employed.

 

Stay in touch with me if you have other questions.

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