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March 16, 2022
Question

I can't access my entries from 2018 or 2019

  • March 16, 2022
  • 1 reply
  • 0 views
not updating my banking

1 reply

March 16, 2022

Hi there, @mlknabe.

 

Once you connect your bank account for the first time to your QuickBooks Online (QBO) account, the system automatically downloads the maximum number of transactions available from your bank. Most banks may only download the previous 90 days.

 

If you wish to bring more bank data into QBO, you can get transactions from your bank and import them into the online program. 

 

Here's how:

  1. Get transactions from your bank.
  2. Review the file format.
  3. Manually upload the transactions.

 

For more detailed steps on the process, I recommend checking this article: Manually upload transactions into QuickBooks Online.

 

Once your bank transactions download, you can now start categorizing your transactions. This helps keep your books correct and organized. 

 

Let me know if you're referring to something else, @mlknabe. I'm always here to help. Have a great day.