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September 11, 2022
Question

Why won't the second account, which is much more active, import from Jan - May? I don't know why?

  • September 11, 2022
  • 2 replies
  • 0 views
I am just setting up quickbooks, and want to import from bank accounts starting in jan 2022

2 replies

September 11, 2022

I know why the bank transactions didn't import into QuickBooks Online, @snatysin-gmail-c. Let's ensure you'll get the data you want.

 

Bank transactions older than 90 days can't be downloaded to QuickBooks. The reason why transactions from January-May 2022 aren't showing on your feeds. I suggest manually uploading them into your account. Here's how:

 

  1. Click on Bookkeeping then select Transactions.
  2. Hit Bank transactions, or navigate to Bank transactions.
  3. Pick the blue tile for the account you want to upload the transactions into.
  4. Click the Link account dropdown and then select Upload from file.
  5. Choose Drag and drop or select files. Then hit Continue.
  6. Go to the QuickBooks account ▼ dropdown, and choose the account you want to upload the transactions into. Then click Continue.
  7. Go through the onscreen steps to match the columns on the file with the right fields in QuickBooks. Then hit Continue.
  8. Choose the transactions you would like to import. Then hit Continue.
  9. Click on Yes.
  10. If you approved your transactions, click Done.

 

See this guide for the detailed steps: Manually upload transactions into QuickBooks Online.

 

Once everything is good, you can categorize and match the bank transactions and reconcile the account to keep its balances in order. 

 

Please let us know if you need anything else about banking or QuickBooks. We'll do our best to reply as soon as we can. Take care.


 

Fiat Lux - ASIA
September 11, 2022

@snatysin-gmail-c 

Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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