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June 20, 2023
Question

I am only getting bank transactions from the 15/05/2023, is there a way to adjust the start date for bank feeds to an earlier date? Im with ANZ.

  • June 20, 2023
  • 1 reply
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1 reply

June 20, 2023

Hi tysonmcc48-gmail,

 

Thanks for posting in the Community! For direct feed connection, the transactions downloaded will start from the approval date forward. Therefore, no historical transactions will be sent to QuickBooks. If you need to get the historical transactions into QuickBooks Online, you can manually import your bank transactions via CSV file.

 

Here's how:

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Select the Link account ▼ dropdown and then Upload from file.
  4. Select Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you would like to import. Then select Continue.
  8. Select Yes.
  9. When you've accepted your transactions, select Done.

 

For more detailed information, you can check this article: Manually upload your transactions, receipts, and bills into QuickBooks Online.

 

Let me know if you have any other questions with your bank transactions. Have a nice day!