Question

Does not transfer 2022 bank information

Forum|Forum|3 years ago
February 11, 2023
2 replies
0 views

Hi, hoping someone can guide me, I am trying to transfer my banks accounts to my quickbooks and 3 of my accounts will back date to all of 2022, but my main account will only go to December or November 2022 and I need the remainder of 2022 imported. Any had this issue, I have tried to delete it and try again, but each time it is the only account that does not transfer all the data. Thoughts? Thank you

QuickBooks Online

H

Henock K

Hi Lisa R3,

Welcome to the Community. It's essential to import your banking transactions to keep your books up to date. QuickBooks Online is a flexible program that simplifies the way you manage your books. I'd be glad to point you in the right direction to import your banking transactions.

When you connect your financial institution to QuickBooks, the maximum number of transactions available will automatically be downloaded. Keep in mind that some banks only allow 90-days of historical data. QuickBooks Online offers the option to manually import banking transactions using qbo,qfx,ofx or CSV excel file. You can export your bank transactions to one of these files and then import them into QuickBooks. For CSV excel file, I encourage you to review this article on how to format CSV files in Excel to get bank transactions into QuickBooks.

Once you have the file, You can refer to the following steps to import your transactions into QuickBooks.

Click on the Gear icon
Select Import data
Select Bank data
Upload your file and follow the prompts to complete the import

If you'd like additional assistance, I encourage to reach out to our customer support team. Here are the options available to contact our team

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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