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February 10, 2020
Question

How do I get all my MasterCard transactions to appear for 2019And not just December 2019? I’m doing my taxes for 2019

  • February 10, 2020
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1 reply

AddieC
February 10, 2020

Hello,

 

Connecting your bank and credit card accounts is one of the biggest timesavers in QuickBooks Online. Once you connect, QuickBooks automatically downloads the last 90 days of transactions from your bank. If you need to get older transactions from your bank, you can upload them manually. I'll explain how import your transactions from January to November 2019. 

 

Follow the steps listed in this article: Manually upload transactions into QuickBooks Online. Here, you'll learn how to download transactions from your bank or credit cards and manually import them into QBO using a CSV file. 

Here's another article that demonstrates how you'll map the CSV file into QBO: Import bank transactions using Excel CSV files.

 

That'll help you get back on track to complete your 2019 taxes. If you have any other questions, please feel free to reach out to our tech support team.


Have a great day.