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:
- Comma-Separated Values (CSV)
- Quicken (QFX)
- QuickBooks Online (QBO)
- Microsoft Money (OFX)
Once done, we can start manually import the banking data in QBO.
- Go to the Banking menu, and then choose Upload transactions.
- Select Browse and pick the file you downloaded from your bank, then tap Next
- From the QuickBooks account ▼ drop-down menu, choose the account you want to upload the transactions into, and then click Next.
- Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, and then tap Next.
- Hit Let's go when you're ready.
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!
