It’s great to see you in the Community, dmdcomply.
Yes, you can upload old bank statements to reconcile. When connecting your account for the first time, QuickBooks downloads the last 90 days of transactions.
If you need more than 90 days’ worth of transactions, upload them into QuickBooks via the WebConnect feature. Please know we currently support the following file formats:
- Comma-Separated Values (CSV)
- Quicken (QFX)
- QuickBooks Online (QBO)
- Microsoft Money (OFX)
To add the bank statements, follow these steps:
- Go to the Banking menu on the left panel to select Banking.
- Click on the drop-down for Update to select File Upload.
- On the Upload file page, click on the Browse button and locate the file you’re working on.
- Select Open and click Next.
- On the Map CSV columns page, make sure to match the account field to a QuickBooks field.
- On the CSV transactions for import page, select the data you want to import.
- Click on Next and Let's go!
Check out the Manually upload transactions into QuickBooks Online article for more information. It provides an overview of how to download entries from your bank and then upload them to QBO.
Keep in touch if you have other concerns or questions. I’ll be right here to answer them for you. Enjoy the rest of the day.
