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barcop1956-gmail
Level 1

Can't get previous year bank statements downloaded

 
Solved
Best answer March 23, 2024

Best Answers
AlverMarkT
Moderator

Can't get previous year bank statements downloaded

Hi, barcop1956. 

 

I'm here to help with your concern about getting your bank statements into QuickBooks Online (QBO). 

 

QBO has a feature where you can compare what you record within the software with your bank statement to ensure everything matches. Usually, you can only get the last 90 days' worth of the bank statements or up to a certain date depending on what your bank allows. 

 

I'd recommend logging in to your bank's website and downloading your previous year's bank statements from there. You can then manually attach them to your reconciled accounts. Here's how: 

 

  1. In your QBO account, go to Reconcile
  2. Select History by account.
  3. Under the STATEMENT column, select Attach and upload the bank statement to a corresponding month. 
  4. Drag the bank statement file. 
  5. Select Done.

 

Should you encounter reconciliation issues in QBO, let me add these articles as guides: 

 

 

You're always welcome in the Community if you have questions about downloading bank statements in QBO. We'll do our best to assist. Take care.

View solution in original post

3 Comments 3
AlverMarkT
Moderator

Can't get previous year bank statements downloaded

Hi, barcop1956. 

 

I'm here to help with your concern about getting your bank statements into QuickBooks Online (QBO). 

 

QBO has a feature where you can compare what you record within the software with your bank statement to ensure everything matches. Usually, you can only get the last 90 days' worth of the bank statements or up to a certain date depending on what your bank allows. 

 

I'd recommend logging in to your bank's website and downloading your previous year's bank statements from there. You can then manually attach them to your reconciled accounts. Here's how: 

 

  1. In your QBO account, go to Reconcile
  2. Select History by account.
  3. Under the STATEMENT column, select Attach and upload the bank statement to a corresponding month. 
  4. Drag the bank statement file. 
  5. Select Done.

 

Should you encounter reconciliation issues in QBO, let me add these articles as guides: 

 

 

You're always welcome in the Community if you have questions about downloading bank statements in QBO. We'll do our best to assist. Take care.

barcop1956-gmail
Level 1

Can't get previous year bank statements downloaded

Got it Thank you

Rea_M
Moderator

Can't get previous year bank statements downloaded

You're always welcome, barcop1956.

We're glad we helped you out today and provided you with the resolution to fix your bank statement issue.

Reach back to us again if you need extra help with managing transactions, or if you have any other questions, feel free to post here anytime. We're always here to assist you and your business. Take the best care!

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