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July 16, 2020
Question

My QB account has not captured the banking info for Nov 2019 to April 2020. How do I get this to happen?

  • July 16, 2020
  • 1 reply
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1 reply

PatriciaT
July 16, 2020

Hi ninia-lupovici,

 

Welcome to the QuickBooks Online Community family! I'm glad to hear you're using the online banking feature to automatically download your transactions and save time in the running of your business. I'll be happy to assist you with this.

 

An important step when connecting a bank or credit card account is to select the date range for the download. Some banks download the last 90 days of transactions while others go back as far as 24 months. If you didn't choose the correct date range before connecting your bank account, or your bank goes as far as the last 90 days of transactions, that could explain why QuickBooks didn't download from November 2019 to April 2020. To bring over these transactions, you can upload them manually using a CSV file. Here's how to do that: Manually upload transactions into QuickBooks Online

 

If you need any assistance during this process, don't hesitate to reach out to our tech support team. Here's how to get in touch.

 

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Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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Take care.