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Level 1

Loading bank transaction - for the year! Not just the last few months - TIA!

Hi there,

 

I'm new to QB; operate a small company. Linked my bank account fine--however: QB right now is only showing the last three months of activity. I'd like to get all my info from 2020!

I'm sure there is a simple fix but I have struggled to find it. Thank you in advance for your help!!!

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Loading bank transaction - for the year! Not just the last few months - TIA!

Hello there, JPE4,

 

QuickBooks Online can only download past transactions for up to 90 days. You can get older transactions by uploading them manually.

 

First, let's download the old transactions from your bank's website. Make sure to follow the supported formats or file types.

  1. Sign in to your bank's website.
  2. Follow the instruction provided by your bank to download your transactions.
  3. Then, save the file on your computer.

Here's how to upload them to QBO:

  1. Go to Transactions or Banking on the left panel.
  2. Within the Banking page, click the Link account drop-down arrow.
  3. Select Upload file. Another window will appear.
  4. Click the Browser button. Then, select the file saved from your bank.
  5. Hit the Next button.

Check out these articles to learn more about transactions in QuickBooks Online.

Let me know if you have other questions about how QuickBooks Online works. I'll be more than willing to lend a helping hand.

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