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xan
Level 1

How can I upload a CSV file from bank statements prior to 90 days ago? I've been trying to import after downloading from my bank account, but keep getting errors.

 
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Re: How can I upload a CSV file from bank statements prior to 90 days ago? I've been trying to im...

Hello there, xan.

 

Can you tell me the exact error message you're getting? It helps me check if there's a reported issue related to your concern. 

 

We'll have to follow the following steps below when importing transaction from your bank statements:

  1. Click the Gear icon.
  2. Select Imports.
  3. Select the account where you want to add the transactions.
  4. Select Browse and look for the file that you've downloaded from your bank.
  5. Select the file and click Open to start the import.
  6. Make sure the column headers and data are correct.
  7. Then, select Continue to complete the download.

 

In case you need the steps on how to export the transactions from your bank, you can refer to this article. You can learn by following the detailed steps on how to get the transaction from your bank and import them to QuickBooks.

 

You'll want to read about reviewing and categorizing your transactions.

 

Get back to me anytime if you have other questions about setting up your transaction in QuickBooks.

xan
Level 1

Re: How can I upload a CSV file from bank statements prior to 90 days ago? I've been trying to im...

Hi Sara,

 

Appreciate the support!  I just spoke with my bank today and was able to sort it to get the correct CSV files.

 

Thanks again.

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