Selecting date range for banking transaction feed

Hi therealdriveline,

It's nice to see you in Community.  Welcome!  QuickBooks Online enables you to connect bank and credit card accounts, so your transactions update automatically.  When transactions are missing, you can manually upload them, so your books remain balanced.  I would be glad to help!

Before proceeding, It's important to make note of the last transaction in QuickBooks, to prevent any duplicate entries. Follow these steps to locate the information:

1. Open your Settings ⚙ and select Chart of Accounts

2. Locate the account in your list and open the Account history 

3. Write down the date of the last transaction

Next, sign in to your bank or credit card's website.

2. Make sure the date range for the transactions is aligned with according to the date of the last transaction in QuickBooks

3. Follow your bank's instructions to download your file in CSV format. 

4. Download your transactions and save the file where it's easy to locate

5. Review the file to make sure it's in the correct format.

Follow these steps to upload the transactions into QuickBooks Online:

1. Login to QuickBooks Online

2. Open Transactions, then Banking

2. Select the blue tile for the account you're uploading the transactions into

3. Click on the ▼ dropdown menu beside Link account and then Upload from file

4. Hit Browse and select the CSV file you downloaded from your bank, then click Continue

5. Match the columns on the file with the correct fields in QuickBooks, then Continue

6. Select the transactions you would like to import and  Continue

7. Hit Yes

8. When you've accepted your transactions, select Done

If you notice any duplicate entries, here's how to remove them:

1. From the Review tab, checkmark the box beside all duplicated entries

2. Select Exclude 

Note: You can permanently delete the transactions from the Excluded tab by selecting all items and then hit Delete. This process is irreversible and any transactions deleted in error will need to be recreated manually.

You're ready to match and categorize your transactions. In addition, you may prefer to set up Bank Rules.   QuickBooks will automatically categorize the transactions for you based on the rules you set.

Here's a helpful guide for future reference, to assist with manually uploading transactions in QuickBooks Online.

If you have any other questions, feel free to reach back out.  We would be happy to assist!