LIMITED TIME 90% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
glqh
Level 1

How do I download my bank statements that did not automatically come over. It stopped at february 2021?

Could someone tell me how to download bank statements that did not automatically generate?
2 Comments 2
Charies_M
Moderator

How do I download my bank statements that did not automatically come over. It stopped at february 2021?

I've the help you need, glqh.

 

I'm happy to share with you the way on how to upload old bank statements to QuickBooks Online (QBO).

 

QuickBooks Online only downloads 90 days bank transactions. For those that are beyond 90 days, you can use the WebConnect feature.

 

Here's how to manually upload your bank entries into QBO:

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes.
  8. Hit Let’s go.

Here's an article for more information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

 

For instructions on how to match transactions from the banking page, check out this guide for more insights into this process: Categorize and match online bank transactions in QuickBooks Online.

 

Feel free to visit these links about reconciliation in QBO as a reference for your next step:

Keep me posted if you have additional questions about banking in QuickBooks. Please know that I've got your back. Wishing you the best.

Fiat Lux - ASIA
Level 15

How do I download my bank statements that did not automatically come over. It stopped at february 2021?

@glqh 

Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us