cancel
Showing results for 
Search instead for 
Did you mean: 
pascoauctions
Level 1

How do I get 2018 bank statements on quickbooks, it will not go back further than May of 2018?

 
1 Comment 1
Adrian_A
Moderator

How do I get 2018 bank statements on quickbooks, it will not go back further than May of 2018?

I can think of two scenarios for this, pascoauctions.

 

If you're trying to run a report, let's make sure that we've selected Custom in the Report period field. Then, enter the corresponding dates in the two boxes in between the to section.

 

Here's a screenshot as your visual guide:

 

 

If you're trying to import your bank statements into QuickBooks, we'll have to import them manually. In QuickBooks, we can only download the latest transactions. 

 

We can import either through CSV, QFX, or QFX file. Then, it must not exceed 350 KB. 

 

Here's an article that has detailed information about the process: Manually upload transactions.

 

Feel free to get back to me if you still need help. Thanks and stay safe!

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

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up