You can use the supported file to download those transactions, @info-livspalife-.
QuickBooks Online lets you upload 90 days' worth of bank transactions. You can use Web Connect files to get the older ones imported into the program. To do this, just get the bank data from your bank using the supported file types, download it to Excel, and then upload it into QBO.
Here are the file types you can use:
- Comma-Separated Values (CSV)
- Quicken (QFX)
- QuickBooks Online (QBO)
- Microsoft Money (OFX)
Once ready, you can now upload your transactions into QBO. Here's how:
- 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.
Here's are some of our helpful articles you can read more about uploading bank transactions to QuickBooks:
To ensure all entries are accounted for correctly and with no duplicates, you can categorize and match them. Then, reconcile them to ensure your books are accurate.
I'll be around if you still have questions about banking or bank transactions. Just drop them in the comment section below, and I'll be happy to answer them for you. Take care and have a nice day ahead, @info-livspalife-.
