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My client's banks accounts are linked, but only a few of the bank statements are showing. Why is that?
My client's banks accounts are linked, but only a few of the bank statements are showing. Why is that?
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Banking
Thanks for reaching out to the Community, Sllopez.
After connecting a bank account to QuickBooks, its latest transactions from the last 90 days are automatically downloaded. This is why you'll only see a few months of history after linking your account.
If you need to import transactions from further back than 90 days, I'd recommend importing them manually.
Here's how:
- In the left navigation bar, go to Accounting, then Chart of accounts.
- Find which bank account you're working with.
- Click its View register option.
- Locate and write down the date of its oldest transaction. Usually, your oldest transaction will be the account's opening balance.
- Sign in to your financial institution's website.
- Follow their instructions for how to download CSV files of transactions.
- Check the date range for your download. It should be at least one day before the date of your oldest transaction.
- Download the transactions. Be sure to save your file somewhere you can easily find it, like the computer's desktop.
Next, you can review your file's format/size and begin uploading it.
To download recent transactions through the connection your client's set up, they can access their Banking screen, then select Update.
I've also included a detailed resource about working with online banking which may come in handy moving forward: Manually upload transactions
Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!