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Lina33
December 28, 2021
Question

Bank Connection and Manual Upload

  • December 28, 2021
  • 2 replies
  • 0 views

I just connected Online QuickBooks with my bank, but the bank only allowed download of 6 weeks of transactions.

I have seen the instructions for manually downloading past transactions from the bank, and uploading them to QuickBooks. However, if I now upload past transactions manually, does that mean I always will need to upload future transactions manually? Or will I be able to reconnect the bank connection for all future transactions?

2 replies

C
Charies_M
December 29, 2021

It's my pleasure to answer your queries today, Lina33.

 

It is true that when you connect an account in QuickBooks Online (QBO), it only downloads the 90 days' worth of transactions into the system. Thus, you'll want to manually upload transactions into QBO to download the remaining data beyond 90 days and import them to QBO.

 

Once you download all the necessary bank transactions, there's no need to manually upload future transactions for they automatically syncs the moment you connect you bank with QBO.

 

Here's an article that you might find helpful when matching and manage your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

For additional resources about banking feeds and reconciliation, you can check out the topics from this link: Find help with bank feeds and reconciling accounts for QBO.

 

Please let me know how else I can help managing your bank transactions by adding a comment below. I'm more than happy to help. Have a good one!

Fiat Lux - ASIA
Fiat Lux - ASIA
December 29, 2021

@Lina33 

Another option to import your bank data, utilize MT Online. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

 

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