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January 15, 2022
Question

I am only seeing bank transactions starting in October 2021. I need all of 2021. How do I get transactions from the entire year to show up?

  • January 15, 2022
  • 2 replies
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2 replies

JessT
January 15, 2022

.Hi there, calfeepm-gmail-,

 

QuickBooks will only download transactions within the last 90 days, the rest can be imported using a web connect file. Please follow the steps in this article: Manually upload transactions into QuickBooks Online.

 

If you'll be using a CSV file, you'll want to format it to be sure you can upload the transactions. Please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Let me know if you have other concerns.

Fiat Lux - ASIA
January 16, 2022

@calfeepm-gmail-c 

Another option, utilize MT Online as a workaround. 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