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October 20, 2024
Question

How long to get quickbooks bank transactions from bank activity

  • October 20, 2024
  • 1 reply
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1 reply

October 20, 2024

It will automatically pull your bank transactions from your bank activity, @coxpave. Allow me to share some details about this one below.

 

When you connect your bank to QuickBooks Online (QBO), it will automatically pull your transactions from the last 90 days or up to 24 months for some banks.

 

QuickBooks Online also automatically downloads your upcoming transactions every night. However, the data will depend on what your bank shares with us.

 

Additionally, you can manually update your connection to get their latest available transaction if the download seems stuck. Let me guide you on how to do it:

 

  1. On the left navigation bar, go to Banking or Bank Transactions.
  2. Find the account.
  3. Select Update in the upper-right corner.

 

Furthermore, if you need to automatically or manually categorize your bank transactions, you can refer to these pages for your guide:

 

 

Don't hesitate to post any follow-up questions or new inquiries about your transactions and general bookkeeping tasks in QBO. The entire QuickBooks Team is here to help and ensure a smooth online banking experience in the program.