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QuickBooks Online downloads the last 90 days worth of transactions after connecting your credit card account, -elysiangoddess-.
Transactions that are older than that can be imported in a a CSV, QBO, or Quicken file format. Then, import them QBO so you can bring them in and assign categories. Here's how:
Once done, follow these steps on how to import them in:
Now that your transactions are in QuickBooks, it’s time to match and categorize the transactions.
Don't hesitate to reach out to us again if you need more help with your banking transactions.
QuickBooks Online downloads the last 90 days worth of transactions after connecting your credit card account, -elysiangoddess-.
Transactions that are older than that can be imported in a a CSV, QBO, or Quicken file format. Then, import them QBO so you can bring them in and assign categories. Here's how:
Once done, follow these steps on how to import them in:
Now that your transactions are in QuickBooks, it’s time to match and categorize the transactions.
Don't hesitate to reach out to us again if you need more help with your banking transactions.
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