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demon-moose
October 9, 2020
Question

I cant get more than 90 days of transactions to load from my bank account

  • October 9, 2020
  • 1 reply
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1 reply

JenoP
JenoP
October 9, 2020

Most banks only provide the last 90 days worth of transactions when connecting it in QuickBooks Online, demon-moose.

 

As a workaround, you can download the older transactions from the bank's website in a CSV, QBO, or Quicken file format. Then, import them QBO so you can bring them in and assign categories. Here's how:

 

  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps. Here are steps for Bank of America, Chase, and Wells Fargo.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your desktop.

Once done, follow these steps on how to import them in:

 

  1. Go to the Banking or Transactions menu. Then, proceed to the Banking tab.
  2. Click the drop-down list beside Update ▼ and select File upload.
  3. Follow the onscreen instructions on how to map and successfully import the file.

Now that your transactions are in QuickBooks, it’s time to match and categorize the transactions.

 

Add a reply below or reach out to us again if you have follow-up questions. 

S
sbelletti
January 17, 2022

How do I do this in Quickbooks Desktop version? I have the QBO file from my bank for all transactions, but I do not have the option in QB for Banking  Update ▼ and File upload.

 

C
Charies_M
January 17, 2022

I got you covered today, sbelletti.

 

I'm here to show you how to download more than 90 days old transactions in QuickBooks Desktop (QBDT).

 

You can use the Web Connect option if your bank has this feature. This will allow you to set a date range for downloading bank transactions that are more than 90 days old. There are two ways to do that. First, in QuickBooks and the second is outside QuickBooks.

 

Inside QuickBooks Desktop:

  1. Go to the Banking menu.
  2. Hover over Bank Feeds and select Banking Center.
  3. Find your bank and select Download Transactions. This opens a browser window to your bank's website.
  4. Sign in to your bank's website to download the Web Connect file.

Outside QuickBooks Desktop:

  1. Open a web browser and go to your bank’s website.
  2. Sign in to your bank account using your normal process.
  3. Download your transactions as a QuickBooks Web Connect (.qbo) file.

    Note: Every bank has a different method for downloading QuickBooks Web Connect files. If you're not sure how to do it, visit your bank's website and look for their steps. If you can't find any, reach out to your bank for help.

  4. Once you have the Web Connect file, follow the steps to import it into QuickBooks Desktop.

More details about downloading bank feed transactions in QBDT can be found in this article: Download Bank Feed transactions in QuickBooks Desktop.

 

You may find this article helpful when managing Bank Feed transactions in QBDT: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Be sure to get back to me if you have follow-up questions with managing bank transactions. Always at your service. Have a good day!

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