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October 1, 2022
Question

How to download all bank account transactions in excel of the past 2 years?

  • October 1, 2022
  • 1 reply
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1 reply

Jen_D
October 2, 2022

I can help you out with uploading your previous years bank data into QuickBooks, @nimit172007-gmai.

 

Just so you know, when your account is connected to online banking the system can only pull up transactions for a certain duration. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.

 

In your case, you have to upload them manually by downloading the data from your bank, and mapping the transactions in a CSV file. Once it is ready, start importing the file to your QuickBooks Online company. Follow these steps:

 

  1. Open your QBO account and tap the Banking menu.
  2. Click the Link Account drop-down.
  3. Tap the Upload from file option.
  4. Click on Drag and drop or select files.
  5. Choose a supported file from the list, then Open.
  6. Follow the on-screen instructions to map the fields.
  7. Select the transactions to import.
  8. Click Yes then Let’s go.

 

To learn more about mapping and uploading bank entries, see the following articles:

 

 

I hope this helps you get what you needed for today. If you require further guidance with uploading the bank transactions, feel free to let us know. I'll be right here to help you out anytime.