I'd be glad to assist you today, taylor43.
First off, when you reconnect your bank to QuickBooks, the system downloads up to the last 90 days of transactions. To download your older transactions (2024) , you'll have to upload them manually into your account by using CSV file.
Here's how:
- Log in to your QuickBooks account.
- Go to Transactions menu and select Bank transactions.

- Click the tile for the account you want to upload.
- Select the Link account ▼ dropdown, then select Upload from file.
- Click Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.

- In the QuickBooks account▼ dropdown, select the account you want to upload the transactions into. Then, click Continue.
- Select the transactions you like to import. Then click Continue.
- Pick Yes and click Done.
After importing your transactions you can now use those transactions to calculate your income tax: Automatically estimate your income tax in QBO.
You can avoid late-filing penalties by extending your deadline with Form 7004. Select the appropriate code for your business's tax return type, estimate your total tax liability, list your completed payments, and calculate your remaining balance due.
For more information and other extension forms, visit the IRS website. Lastly, for future reference, you can rely on this article: Categorize online bank transactions in QuickBooks Online.
QuickBooks Online Advanced comes with a variety of advanced features designed to streamline your transaction management. Upgrade to QuickBooks Advanced today to take full advantage of these powerful tools.
We are always here to assist you, please don’t hesitate to reach out.