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Nov 28, 2021 6:05 PM UTC
Question

How can I download credit card transaction from june 1 2021? QB gave me only 1 month

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2 replies

Fiat Lux - ASIA
Nov 29, 2021 2:29 AM UTC

You may need to download the data from your bank and import them manually. Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

Nov 29, 2021 6:59 PM UTC

Hi lois-loisgray-ca.

 

Being able to download your transactions into your QuickBooks Online account is a great way to make sure they are all accounted for. I'd be happy to help you with getting your credit card transactions downloaded.

 

QuickBooks Online downloads the last month of transactions for you directly from the bank you have connected to your account. You can go further back by downloading the transactions directly from your bank and upload them into your QuickBooks account. You can do that by following the steps in this link. Since you're only looking for one transaction however, you'll also need to exclude the ones you already have or don't need. This can be done by following the steps here. You can also look into a third party app as Fiat has stated by going to our Apps page on the left hand menu bar.

 

If you have any questions let us know and we'd be happy to help.