It's great to see you here in the Community, @RBB37. Let me share some insights about bank connections.
Please note that you can't download bank transactions older than 90 days in QuickBooks Online (QBO). However, you can manually upload them. I can guide you through the process.
Before uploading the transactions, you can select a start date, get transactions from your bank, and review the file format and size. For more information, visit this article: Manually upload your transactions, receipts, and bills into QBO.
Then, to manually upload your transactions, follow these steps:
- Go to Transactions, then choose Bank transactions.
- Select the blue tile for the account you want to upload the transactions to.
- Click the Link account dropdown and then Upload from file.
- Choose Drag and drop or select files, then pick the file you downloaded from your bank. Then, select Continue.
- Choose the account you want to upload the transactions into in the QuickBooks account dropdown. Then, select Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, click Continue.
- Choose the transactions you would like to import. Then, select Continue.
- Click Yes.
- When you've accepted your transactions, hit Done.
After this process, you can categorise your transactions and reconcile your accounts to ensure your financial data is organized and accurate.
If you have any further concerns apart from your bank account, feel free to leave a reply. We're always ready to back you up.
