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April 27, 2024
Question

How do I get all information from the bank into the books? I was promised that it would incorporate everything from the day I started my business 6/12/2023. It never did

  • April 27, 2024
  • 1 reply
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I was told a month ago that they would take care of this, but they never did

1 reply

April 27, 2024

Let me guide you in uploading your transactions to QuickBooks Online (QBO), bfarmer.

 

When you connect your bank to QBO, it will automatically download transactions. Some financial institutions let you download the last 90 days of transactions, while others can go as far as 24 months. Please refer to the steps below to link your account and upload your bank transactions:

 

  1. Go to Transactions and choose Bank transactions.
  2. Click Link Account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Enter your Sign info in the Login and Password fields, then select Continue.
  5. Select the account you want to connect and the date to pull transactions from the dropdown. Then, tap Next.
  6. Choose your account type on the Account type dropdown and hit Next.

 

For further information, check out this link: Connect bank and credit card accounts to QuickBooks Online.

 

Thus, if you want to enter old transactions or can't find your bank, you can manually upload your transactions into QBO.

 

I'm still all ears if you have other questions about importing bank transactions in QBO. Just add a reply below, and I'll get back to help you.