I have uploaded bank transactions from Jan 1, 2021 but I need to go back to April 2020. I have the bank connected and selected the account but it won't continue

Thanks for posting here about this banking problem in QBO, @mwright-britishc,

May I know what financial institution are you using for online banking? I need this information to check with our engineers any reported issues related to your bank.

There are a few reasons why you're unable to connect your bank or getting errors in QuickBooks Online Banking. Consider the following:

• The bank recently made some changes with their security feature or connection.
• Log in credentials set up in QBO doesn't match with the online banking log in.
• QuickBooks Online is unable to connect to your bank's website.

In the meantime, try opening a private browser then connect the bank from there. Unexpected issues this mostly are affected by the large data in the cache. This is because the data on a regular browser will overwrite itself and will remove history unless done manually.

While the incognito mode will not save any history, it is a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

• Google Chrome: press Ctrl + Shift + N  
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Once you're in, follow the steps below to connect an account:

1. Go to the Banking menu or Transactions menu.
2. Select the Banking tab.
3. Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
4. Search for your bank. You can connect most banks, even small credit unions.
5. Follow the onscreen instructions to complete the set up.

Clearing the cache can also help resolve browser issues in QBO. Also, if you are in rush to get bank transactions in your account for reconciliation, upload the transactions manually. Download the data from your bank then map the transactions in a CSV file.

Once it is ready, start importing the file to your QuickBooks Online company. Follow these steps:

1. Open your QBO account and tap the Banking menu.
2. Click the Link Account drop-down.
3. Tap the Upload from file option.
   
4. Press Browse and choose the file you want to upload.
   
5. Choose an QBO file from the list, then Open.
6. Follow the on-screen instructions to map the fields.
7. Select the transactions to import.
8. Click Yes then Let’s go.

When the online banking connection is reconnected, the bank might re-download the transactions that were not fetched before. To avoid any duplicates, exclude them in the For Review tab. Here's how:

1. Go to the For Review tab.
2. Mark the box next to each transaction you want to exclude.
3. Select Exclude from the pop-up at the top.
   

4. Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.
   

    

To learn more about mapping and uploading bank entries, see the following article:

• How to import bank transactions using Excel CSV files?
• Manually upload transactions into QuickBooks Online

Kindly post an update on how it goes. I want to make sure this banking concern is fully resolved and I'll be right here if you need anything else. Have a good one!