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Hmarket240
May 28, 2021
Question

Banking question

  • May 28, 2021
  • 1 reply
  • 0 views

Hello 

 

I connected my bank with quickbooks, I just selected transactions from may 1st onwards to see how the features work. Now if I want quickbooks to extract all the transactions from the time account was open, how do I go about it? 

1 reply

T
TirzahC
May 28, 2021

Hello there, Hmarket240.

 

QuickBooks automatically download your transactions up to a certain date or the last 90 days of transactions. With this, you'll have to manually upload older transactions that occurred prior to connecting your account to QuickBooks. 

 

For other steps and detailed information, check out this recommended article: Manually upload transactions into QuickBooks Online.

 

If you're using QuickBooks Online, there are two ways to manually import your bank transactions. 

If you need further assistance, don't hesitate to let me know and I'll be glad to help. 

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