Skip to main content
L
lmaupin
January 30, 2021
Question

Will QB automatically transfer bank info to my QB account from Jan thru Aug 2020?

  • January 30, 2021
  • 1 reply
  • 0 views
my secretary left us high and dry... no reconciliation for the whole 2020 and the QB system (though my bank has it) will not carry over the info from August and back

1 reply

M
mazar
January 30, 2021

Hello,

 

When you first connect a bank account in bank feed it will pull a set date back depending on your bank.

 

If you want to download more transactions and import them, you can do that right from your banks website.  Here is the article that explains how to do that.

 

https://quickbooks.intuit.com/learn-support/en-us/import-transactions/manually-upload-transactions-into-quickbooks-online/00/187501

Terms & ConditionsAccessibility statement