Hi there, bsmith0411. Let me explain how many months QuickBooks will bring transactions once you connect it.
When you connect your bank account to QuickBooks Online (QBO), the software will automatically download the transactions that have occurred within the last 90 days. This default setting can be helpful for many users who only need to track recent transactions. However, if you need to examine your spending patterns or reconcile your accounts for a more extended period, you may need to import older transactions manually.
To manually import transactions into QBO, you can download your bank statement in a supported file format (such as CSV or QBO) from your bank's website. Then, you can upload the file into QBO and map the columns to the appropriate fields in the software. Here's how:
- Click the Transactions and select Bank Transactions.
- Under the Link account drop-down menu, click Upload from the file.
- Choose the account to which you want to upload the transactions, then click Next.
- Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then tap Next.
- Hit Let's Go when you're ready.
Here are some of our helpful articles you can read more about uploading bank transactions to QuickBooks:
One way to ensure that all entries are accounted for correctly and without duplicates is to categorize and match them. Once you have categorized your entries, you can reconcile them to ensure that your books are accurate. This simple process can help you identify any discrepancies or errors in your records, allowing you to correct them before they become a more significant issue.
I'll be around if you still have questions about banking or bank transactions. Drop them in the comment section below, and I'll happily answer them. Take care and have a nice day ahead.
