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January 31, 2022
Question

If I add my bank accounts to QBO how can I see all 2021 transactions? It currently shows November 2021 to present day

  • January 31, 2022
  • 1 reply
  • 0 views
How can I see all bank transactions for all of 2021?

1 reply

KlentB
February 1, 2022

I can share some tips on how you view them, fwa-ak-net.

 

When you connect your bank or credit card accounts, QuickBooks Online automatically downloads transactions up to a certain date. Most banks may only download the previous 90 days (last 3 months).

 

If you need to get the older transactions, you'll have to manually upload them into the program. You can start by signing in to your bank's website and then follow their instructions on how to download your transactions. Currently, these are our supported file types:

 

  • QuickBooks Online data (QBO)
  • Comma Separated Values (CSV)
  • Quicken file (QFX)

Once done, follow these steps to import the downloaded file:

 

  1. Go to the Banking or Transactions menu.
  2. Select the Banking tab, choose the blue tile for the account you want to upload the transactions into.
  3. Click the Link account drop-down menu and then Upload from file.
  4. Hit Browse and then select the file you downloaded from your bank. 
  5. In the QuickBooks account dropdown, pick the account you want to upload the transactions into.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
  7. Select the transactions you would like to import.
  8. Click Next and then Yes.
  9. When you're ready, select Let's go.

I'm also adding these articles to help manage your bank transactions and keep your QuickBooks balance accurate:

 

Feel welcome to reach out to me again with any concerns or questions you may have. The Community always has your back.