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April 9, 2020
Question

My bank account only gos back to when I joined quickbooks about 2myhs ago but no further.any body know why please and how to go back further?

  • April 9, 2020
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1 reply

IntuitLily
April 10, 2020

Great to see you in the Community space, @wayne-merc-b.

 

When connecting your bank account in QuickBooks Online, it'll only download the last 90 days of transactions from your bank. Since you need to get the older transactions, I'd recommend uploading them manually. 

 

Some banks call this webconnect. Just be sure to only import transactions that haven't been recorded yet to avoid duplicates. Also, you'll need to sign in to your bank's website and follow their instructions on how to download these transactions. For the step-by-step guide, please refer to this article: Manually upload transactions into QuickBooks Online.

 

If you need to match or categorise your bank transactions, you can refer to this helpful link: Match and categorise bank transactions in QuickBooks Online.

 

Let me know if you need anything else. I'll be around to help. Take care and have a good one.