We've just added a credit card account to our bank transactions section but it only imported transactions after 1 Jan 2025. How do we load previous transactions?

When you connect a credit card account, some banks limit how far the bank transactions can import automatically, Jack. I'll explain this further.

Some banks let you download up to 90 days of transaction history, and others up to 24 months. It explains why the imported transactions are after January 1, 2025. To load previous transactions, I recommend manually uploading them to QuickBooks Online (QBO). When you receive your transaction data from the bank, ensure that the CSV file is under 350 KB and contains fewer than 1000 rows.

To upload, here's how:
 

1. Go to Transactions and select Bank transactions.
2. Click the tile for the desired account.
3. Choose the Link account, then Upload from file.
4. Upload the file from your bank by clicking the Drag and drop or select files, then tick Continue.
5. Select the QuickBooks account for the bank file from the Select a QuickBooks account for the bank file you want to upload dropdown, and click Continue.
6. Match the file columns with the correct QuickBooks fields, and click Continue.
7. Select the transactions to import and click Continue.
8. To confirm, select Yes and Done.

Consider regularly categorizing your online bank transactions to help streamline your financial tracking and enhance decision-making in your business.

Managing your financial records can sometimes be complex, but our QuickBooks Live Expert Assisted team is here to support you. They will help you pinpoint essential dashboards and provide insights to improve your comprehension and effectiveness in managing your business.

Consider this forum your go-to resource for questions or concerns about QuickBooks Online, Jack. Feel free to start a new discussion in the Community space whenever you need further assistance managing your bank transactions.