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marilynncheatham
Level 1

How do I go back further than current screen which only goes to 9/13/18 to categorize items?

 
1 Comment 1
Kristine Mae
Moderator

How do I go back further than current screen which only goes to 9/13/18 to categorize items?

Hey there, marilynncheatham.

 

When you first connect your bank account, it will only download the last 90 days of transactions. You can use the WebConnect feature to import more than 90 days.

 

Here's how:

  1. Log in to your financial institution's website, then follow the process to download the transactions on your computer.
  2. In QuickBooks Online, go to Banking, then choose Banking.
  3. Click the Update drop-down arrow, then choose File upload.
  4. Click Browse, choose the file, then click Open.
  5. Click Next.
  6. Click the QuickBooks Account drop-down arrow, choose the bank account, then click Next.
  7. Map the columns, then click Next.
  8. Choose the transactions to import, then click Next.
  9. You'll receive a message, "QuickBooks will import transactions using the fields you chose. Do you want to import now?", click Yes.
  10. Click Let's go!.

Drop by anytime if you have other concerns. Have a good one! 

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