How to Use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online

Welcome to QuickBooks Community, Jake.

When you first connect your bank to QuickBooks Online, Online Banking only downloads up to 90-days worth of bank transactions. That explains why it only downloads transactions back to August.

If your bank offers a WebConnect file, we can use it to import your bank transactions from April til the present. Before you you can do that, we'll need to disconnect your bank from QuickBooks.

1. Select Banking on the left menu and go to the Banking tab.

2. Select the account you want to disconnect and click the pencil icon (Edit).

3. Click the Edit account info button.

4. In the Account window, put a check mark in the Disconnect this account on save box.

5. Click Save and close.

After those steps, we can download the WebConnect file from your bank's website and import it to QuickBooks. You can use these articles to get through the import process:

• How to Upload More Than 90 Days of Bank Transactions
• Import Bank Transactions from Excel CSV File To QuickBooks Online

Then, you can already add or match your bank transactions.

If you need more help in importing your bank transactions, please let me know. I got your back!