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nelson-sd
July 25, 2021
Question

Ive just taken over my parents books, when i linked their bank account it only went back 4 mnths to march how do i get the entire 20/21 financials to upload from the bank

  • July 25, 2021
  • 1 reply
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1 reply

BettyJaneB
BettyJaneB
July 25, 2021

Congrats for connecting the bank account successfully, @nelson-sd.

 

I have some information to share about the number of transaction that can be downloaded in QuickBooks Online.

 

When it's your first time to connect your online bank and credit card accounts, QuickBooks Online automatically downloads the last 90 days of transactions. 

 

If you need more than 90 days of transactions, you can export additional historical transactions from the bank and upload them into your QuickBooks company manually.

 

You can download the bank statement from your bank using the following supported formats or file types:

Once the bank file is ready, start importing the file to your QuickBooks Online company. Follow these steps:

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes.
  8. Hit Let’s go.

If you see an error message, don't worry. Here's how to fix errors while uploading your transactions.

 

For more details about uploading your bank transactions and categorising them in QuickBooks Online, please see these references:

Reach back out to me if you have any other questions with banking. I'll make sure to get back to you as soon as I can. Enjoy your weekend!

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