How can i get my bank transactions from my business year?

Hello jthd36-hotmail-c,

Welcome to the QuickBooks Community!  Updating your transactions from a specific date is key, in keeping your accounts balanced. I would be glad to help!

Some financial institutions may only allow 30-days of transactions, while others may provide up to 120-days.  However, you can manually upload previous transactions in one batch. Here's how; 

Before getting started, you'll want to make note of the last transaction in QuickBooks. Follow these steps to locate the information:

1. From your Settings ⚙ and select Chart of accounts

2. Locate the account in your list and select Account history in the Action column

3. Write down the date of the last transaction

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

1. Select your desired date range for the transactions.  

Make sure the date range for the transactions is aligned with the date of the last transaction in QuickBooks

2. Follow your bank's instructions to download your file in CSV format, and save the file where you can easily find it

3. Open and review the file to make sure it's in the correct format before you upload it.

Follow these steps to upload the transactions:

1. Login to QuickBooks Online and open Transactions then Banking

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

3. Select the ▼ dropdown arrow beside Link account and then Upload from file

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

5. From the Account ▼ dropdown, choose your account and hit Continue

6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Continue

7. Select the transactions to import and continue through the prompts

8. Choose Yes

9. When you're ready, hit Done

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

1. From the For review tab, checkmark the box beside all duplicate 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 want to set up Bank Rules so QuickBooks will automatically categorize the transactions for you.

If the process feels overwhelming, please don't hesitate to contact our Customer Care team at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST. With your consent, they'll connect with you virtually and navigate through the process with you, so your transactions are uploaded without delay!

Feel free to reach back out with any other questions.  We would be happy to assist!