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April 2, 2024
Question

My checking account stopped importing at the end of April 2023 can I import the info from April?

  • April 2, 2024
  • 2 replies
  • 0 views
I was able to re-connect and import 2024, but May 1, 2023 through the end of that year has not imported.

2 replies

April 2, 2024

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

April 2, 2024

Thanks for being a part of the QuickBooks family, @mike504. I want to make sure you'll get the support you deserve.

 

Yes, we can import the specific info from April. However, when we import your checking account into QuickBooks Online (QBO), it's important to know that some banks only provide the last 90 days of transactions, while others can provide up to 24 months.

 

If you want to import from May 1, 2023, through the end of the year, it could be best to upload them manually by month or quarterly in QBO for success rates. You can also convert it into a CSV file either in 3-column or 4-column format if you can't still import the file. This way, you can easily handle it since you can edit it using an Excel application.

 

Furthermore, please check out this article to learn how to Import and export your CSV files in QBO: Import/export CSV files.

 

On the other hand, it's necessary to know that the amount of data sent to QuickBooks depends on your financial institution. If you want to include last year's transactions, I recommend contacting your financial institution for more information.

 

Additionally, you can visit this article to learn how to review downloaded bank and credit card transactions in QBO: Categorize online bank transactions in QuickBooks Online.

 

Please don't hesitate to reply in the comment section if you have further questions about importing your checking account or any QuickBooks-related concerns. We're always here to assist you. Stay safe.

mike504Author
April 2, 2024

Thanks. I will give this a try!

April 2, 2024

Hi there, @mike504!

 

I'm glad to know that my colleague was able to provide the information you need about importing specific information in QuickBooks Online.

 

Please let me know if there's anything else you need help with managing your transactions. Have a great day