I recently created a QBO account and am trying to import transactions from 1 Jan 2019 - 31 Dec 2019. Unfortunately, M&T only export transactions from the last 90 days which means I can only go as far back as 31 Oct.
I've spoken to M&T and they say it's a Quickbooks question. Has anyone else had this problem? If so, can you please tell me how you resolved
Let me share some information about downloading bank transactions into your account, Cfaa004.
I've checked here on our end and there's no reported case about this one. When connecting to Online banking, QuickBooks Online (QBO) automatically downloads the bank transactions for the last 90 days (or more).
To upload the older transactions from your bank, just use the Web Connect feature to manually download them. Before doing this, let's get the date for the oldest transaction in your account to avoid duplicate.
Click Accounting on the left menu.
Select Chart of Accounts.
Find the bank or credit card account you want to upload more transactions into.
Then hit View register.
Scroll to the bottom of the list.
Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.