cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
odetteamg-gmail-
Level 1

I connected my bank account to Quickbooks. it only drew in about three months' statements and not all as I requested. how can I load older statements?

 
1 Comment 1
RaymondJayO
Moderator

I connected my bank account to Quickbooks. it only drew in about three months' statements and not all as I requested. how can I load older statements?

I've got the steps to load your older statements to QuickBooks Online (QBO), @odetteamg-gmail-

 

It's good to hear you've connected your bank account to the program. However, it only automatically downloads the last 90 days of transactions. That's why not all of them weren't included, such as those older statements.

 

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. I'll guide you how. 

  1. Sign in to your bank’s website.
  2. Perform the steps to download your transactions using an acceptable file format. Set the date range. 
  3. Follow any on-screen instructions to finish the download. Save the file on your Downloads folder or desktop. Reformat the file if necessary. 
  4. Go to Banking from the left menu and select the Banking tab. 
  5. Choose the blue tile for the account. 
  6. Click File upload from the Update drop-down list. 
  7. Select Browse and select the downloaded file and click Next
  8. From the QuickBooks account drop-down menu, choose the account you want to upload the transactions into and click Next
  9. Follow the on-screen instructions. Match the columns on the file with the banking fields in QBO and select Next.
  10. Choose Let's go

 

For the detailed instructions, see this article's Steps 2 - 5Manually Upload Transactions Into QBO

 

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. 

 

I'll be right here to help if you need further assistance. Enjoy the rest of your day, @odetteamg-gmail-