Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Is it possible to go back further than 2018 when lin king accounts

lol Let me restate that question.... Is it possible to link bank accounts to my quick books from 2016 to present It only let me go back to mid 2018 on my first sync Thanks
1 Comment
Moderator

Is it possible to go back further than 2018 when lin king accounts

Yes, this is possible, karatusia.

 

When you first connect your bank account, QuickBooks Online can only download 90 days worth of transactions. Some banks allow up to two years just like your bank. To bring older transaction to QuickBooks Online, we can import a valid CSV file that contains your 2016-2017 bank transactions. We can request this file from your bank.

 

Once you've acquired the file, we can already import it to QuickBooks Online. You can use these links for reference on how you can import the file: 

After that, you can already continue categorizing the bank transactions.

 

We'll be right here if you need assistance in importing the file. Have a great day!

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

Need to get in touch?

Contact us