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Once you connected your bank to QuickBooks Online (QBO), it only automatically downloads the last 90 days of transactions. This could be the reason why not all of them were included.
In this case, I'd suggest downloading the transactions from your bank's website using a supported file format since these are beyond 90 days. Then, upload it to the software to help you keep track of them in QBO.
Here's how:
- Sign in to your bank’s website.
- Perform the steps to download your transactions using an acceptable file format. Set the date range.
- Follow any on-screen instructions to finish the download. Save the file on your Downloads folder or desktop. Reformat the file if necessary.
- Go to Banking from the left menu and select the Banking tab.
- Choose the blue tile for the account.
- Click File upload from the Update drop-down list.
- Select Browse and select the downloaded file and click Next.
- From the QuickBooks account drop-down menu, choose the account you want to upload the transactions into and click Next.
- Follow the on-screen instructions. Match the columns on the file with the banking fields in QBO and select Next.
- Choose Let's go.
For more insights on how to go about this, consider checking out this article: Manually upload transactions into QuickBooks Online.
Once done, let's go to the For Review tab to edit and categorise your bank transactions. Doing so will help ensure your financial records are correct in QBO. You can also match them to the existing entries in the system to avoid duplicates.
Reach out to me in the comment section below if you have any other concerns. I'll be here to help. Have a good one!
