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November 18, 2019
Question

I need more than 90 days of Bank Statements how do that ? MJ

  • November 18, 2019
  • 1 reply
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1 reply

November 18, 2019

Hi there, @milton-j.

You can upload transactions that are beyond 90 days using the web connect process. This allows you to obtain a file with only needed information directly from your bank website and upload it to QuickBooks Online. I'll show you how:

 

  1. Navigate to your financial institution's website and sign in. Head to the transaction list and filter it to only include transactions.
  2. Look for a Download ⬇ button. If offered different file types, select either QuickBooks Online (.QBO) or (.CSV).
  3. Head back to QBO and sign in. Go to the Banking tab, select the drop-down ▼ next to Update, and click File Upload.
  4. Select Browse, find the file you downloaded and follow the on-screen instructions to map and upload your transactions.

You can refer to this link that has a detailed guide of this process: Manually upload transactions into QuickBooks Online. I’m sure you’ll find it helpful.

Let me know how it goes and if you need anything else. I’m always here to help. Have a great day!