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NEW Connect to DBS IDEAL direct bank feeds Click here
Jasonlaboiss
Level 1
posted
‎July 31, 2020 04:43 PM
last updated ‎October 05, 2020 7:04 PM

how can I connect and load more then one month on banks statements, QB will only go back to JULY 3 and I need to go back much further....

 
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1 Comment 1
AlexV
QuickBooks Team
QuickBooks Team
‎July 31, 2020 04:57 PM

how can I connect and load more then one month on banks statements, QB will only go back to JULY 3 and I need to go back much further....

Good to see you here, Jasonlaboiss.

 

Let me show you how to get the old bank transactions.

 

We can manually import them using the webconnect feature. What we need is a file from your bank that contains all those transactions. You can log in to your bank's website to get it.

 

Then, you can follow these steps on how to bring them into QuickBooks Online:

  1. Go to the Banking menu and select the Banking tab.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Click the Update drop-down, then File upload.

Additionally, here are some of the articles you can check to learn more about banking:

Please leave a reply if you need more help. Stay safe and healthy!

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