Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello, SamirC.
Let me share some information about importing transactions behind the current period days in QBO.
By default, QBO will bring in data for approximately 90 days. If you want a longer time period, you can use Web Connect files to get the older ones imported into the program. You can download the file from your bank website and import it. However, we need to ensure you're using the supported file types.
Here are the file types you can use:
Once done, we can start manually import the banking data in QBO.
I got some helpful tips through these articles on how to upload data bank transaction in QBO:
For your reference, you can use banking rules to easily categorize your transactions. Check out these helpful guides for more info:
Using the Banking page saves you time in managing your transactions. Now you are ready to run your month-end reconciliation.
That's it. You are always welcome to come back in the Community if you need further help with the steps or any follow up questions. Take care!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here