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Thanks for joining the Community, firefox18.
You can use our Bank Feeds feature to automatically download the last 90 days of transactions from your bank. Some banks will go up to 24 months back.
There isn't an automated process for uploads of older statement records; however, they can be uploaded manually. Here's how:
Identify oldest transaction date to prevent duplicates
Download transactions from your bank
Once you've downloaded them from your bank, you can proceed with reviewing the file's format and size, then uploading its data into QuickBooks.
Here's a few resources to do with banking topics which might come in handy moving forward:
Feel more than welcome to respond here if there's any other questions. Have a good day!
Thanks for joining the Community, firefox18.
You can use our Bank Feeds feature to automatically download the last 90 days of transactions from your bank. Some banks will go up to 24 months back.
There isn't an automated process for uploads of older statement records; however, they can be uploaded manually. Here's how:
Identify oldest transaction date to prevent duplicates
Download transactions from your bank
Once you've downloaded them from your bank, you can proceed with reviewing the file's format and size, then uploading its data into QuickBooks.
Here's a few resources to do with banking topics which might come in handy moving forward:
Feel more than welcome to respond here if there's any other questions. Have a good day!
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