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Hello! I'd be so glad to guide you, Sandhya.
You are correct that the direct bank connection only pulls the most recent 90 days of data.
To import older transactions, you will need to manually upload a file that you download directly from your bank.
When you download your file from the bank, set the date range to start with the oldest transaction you need and end the day before file already imported transactions to QuickBooks Online. This precise step prevents duplicates and saves you time.
Once you download the file from your bank, you also need to check if it's in the correct format.
If everything is all set, you'll now be ready to categorize and match. If you need assistance with this, let us know in the comments.
