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bscondos63172-gm
April 11, 2021
Question

When I linked Quickbooks to my bank account I specified 7/1/19 as the start date. Can I make the start date earlier, 1/1/19? Can Quickbooks go get those transactions?

  • April 11, 2021
  • 1 reply
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My bank (Key) won't allow downloaded transactions more than 18 months ago. Yet when I initially linked the bank accounts, Quickbooks asked what start date, and I used 7/1/19, which was 20 months prior to March 2021. So Quickbooks could get older than 18 month transactions through the link to Key Bank. I really want 1/1/19 - 6/30/19 to complete the 2019 calendar year. When I go to the link accounts in banking, the accounts are already linked and don't ask me about a new start date. I've manually classified all the linked transactions from 7/1/19 through 3/31/21, so I don't wish to de-link the bank accounts then re-link them, as I fear it will lose the classifications. Greatly appreciate any insight!

1 reply

MarsStephanieL
MarsStephanieL
April 12, 2021

Hi there, @bscondos63172-gm.

 

I'd be happy to help you bring your bank transactions to QuickBooks Online. 

 

You can import those transactions manually dated from 01/01/2019 by using a .CSV file. Since you've already set up your bank connection with QuickBooks. This is the reason why you're not able to enter the start date of the account you've linked.

 

To import the transactions, first step is to log in to your bank's website and download the transactions dated from 01/01/2019 to 06/30/2019 instead of 07/01/2019. This should be noted to avoid getting duplicate transactions from 07/01/2019 since it's already in your QuickBooks record.

 

Once you've traced the correct date and transactions in your bank's website, export it using a .CSV file if this option is available. If not, export it using .XLS or .XLSX file format and convert it into .CSV file in the Microsoft Excel program.

 

After performing the conversion process, you can proceed to import the bank transactions in QuickBooks Online. Here's how:

 

  1. Go to the Transactions menu and click Banking.
  2. Click the drop-down button beside the Link account button, and select Upload from file.
  3. Click the Browse button in the Get your info from your bank section. Select the file that you've converted to .CSV earlier and click Open, and Next.
  4. In the Select account window, select the account you'd like to import the bank transactions by clicking the drop-down button.
  5. Click Next and Map the Columns correctly. You may need to get a snapshot of the file so you can choose the correct details and proceed to the next page.
  6. Verify if the transactions you've mapped are correct. Note: If the transaction is an expense, it should have a negative amount.
  7. Confirm the import process if all is good.

 

That's it! You should now be able to see the transactions on the Banking page. You may also check out this reference about the process: Manually upload transactions into QuickBooks Online.

 

I've added an article that you can check just in case you have duplicate transactions:
. This contains steps on how to delete duplicate transactions.

 

You're always welcome to tag my name in the comment section if you have other questions or concerns. It will be my pleasure to assist you further. Enjoy the rest of your weekend!

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