Linking a bank account

I'm here to ensure your last year's bank transactions show up on your QuickBooks Online (QBO).

QuickBooks automatically downloads banking data the first time you connect an account for the previous 90 days only. In this case, we can manually upload the older transactions using a CSV file. 

Here's how:

1. Go to Transactions, then Bank Transactions.
2. Select Upload transactions.
3. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
4. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
6. Select the transactions you would like to import. Then select Continue and click Yes.
7. When you accept your transactions, select Done.

For more details, please see this article: Manually upload transactions into QuickBooks Online.

In case you haven't checked the CSV formatting that QuickBooks accepts, you can check this page to ensure your transactions are using the correct format: Format CSV files in Excel to get bank transactions into QuickBooks.

Once your bank transactions are already downloaded, you can now categorize or match them. This way, you can put them in the correct accounts.

We'll be here to support you if you need assistance managing bank transactions inside QuickBooks. You can always count on us anytime. Have a great day.