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info-livspalife-
November 5, 2021
Question

How do I sync my bank transactions more then 3 months back?

  • November 5, 2021
  • 2 replies
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2 replies

JoesemM
JoesemM
November 5, 2021

You can use the supported file to download those transactions, @info-livspalife-.

 

QuickBooks Online lets you upload 90 days' worth of bank transactions. You can use Web Connect files to get the older ones imported into the program. To do this, just get the bank data from your bank using the supported file types, download it to Excel, and then upload it into QBO.

 

Here are the file types you can use:

 

  • Comma-Separated Values (CSV)
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX)

Once ready, you can now upload your transactions into QBO. Here's how:

 

  1. Go to the Banking menu, and then choose Upload transactions.
  2. Select Browse and pick the file you downloaded from your bank, then tap Next
  3. From the QuickBooks account ▼ drop-down menu, choose the account you want to upload the transactions into, and then click Next.
  4. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, and then tap Next.
  5. Hit Let's go when you're ready. 

 

Here's are some of our helpful articles you can read more about uploading bank transactions to QuickBooks:

 

 

To ensure all entries are accounted for correctly and with no duplicates, you can categorize and match them. Then, reconcile them to ensure your books are accurate.

 

I'll be around if you still have questions about banking or bank transactions. Just drop them in the comment section below, and I'll be happy to answer them for you. Take care and have a nice day ahead, @info-livspalife-.

I
Indyreads67
January 29, 2022
Thank you for the information, however, when I open the Banking tab, I do not have UPLOAD transaction option. I am using Desktop 2021.  What am I missing. THank you
  1.  
  2. "Go to the Banking menu, and then choose Upload transactions"
R
Rasa-LilaM
January 29, 2022

Thank you for following this thread, Indyreads67.


I appreciate following the solution shared by my peer and letting us know the result. I’m here to ensure you can download your bank transactions into QuickBooks Desktop (QBDT).


Let’s go to the Bank Feeds Center to bring in the data to your company file. Follow the steps below to accomplish this task.


Here’s how:

 

  1. Navigate to the Banking menu on the left panel and choose the Banking Center.
  2. Look for your Financial Institution (FI) from the list and select Download Transactions.
  3. This action opens a browser window to your bank's website.
  4. From there, log in to your account and download the Web Connect file.    

 

Now that you have the file, you can import it into QBDT. Check this article for more details: Download Bank Feed transactions in QuickBooks Desktop. It includes instructions on how to import entries outside of the desktop program.


Also, this reference provides contains topics that will guide you to efficiently handle your bank data as well as manage your online banking: Self-help articles.


Don’t hesitate to leave a comment if you have additional banking concerns. I’ll be glad to assist further. Have a great weekend.

Fiat Lux - ASIA
Fiat Lux - ASIA
November 5, 2021

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