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Replying to:
RhoiceW
QuickBooks Team

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Thanks for reaching out to the Community, lanelogistics. When connecting a bank in QuickBooks, most financial institutions provide up to 90 days of transaction history, although some may offer more than 90 days.

 

If these transactions are more than 90 days old, you can manually import them to QuickBooks. You can do this by downloading the transactions from your bank as a CSV file and then uploading them directly to QuickBooks.

 

Here's how to import them:

 

  1. In your QuickBooks Online (QBO) account, go to My apps.
  2. Under the Accounting tab, click Bank transactions.
  3. Click the dropdown button beside Link account.
  4. Select Upload from file.
  5. Select a bank account where you want to upload your transactions.
  6. Upload your saved CSV file transactions.
  7. Follow the on-screen process and click Continue.
  8. Once confirmed, click Done.

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