I connected a clients banking and it confirmed I could pull from 08/04/22 and then only the last 3 months transactions pulled in. What is the next step to get all?

Hello parasolbiz,

Welcome to Community!  It's great to hear that you've been able to successfully link your bank account to QuickBooks Online. Updating your transactions from a specific date is essential, to ensure your accounts remain accurate and up-to-date.  I would be glad to help!

When transactions are missing in your books, you can manually upload them in one batch. Here's how; 

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

1. From your Settings ⚙, 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. 

3. Save the file where you can easily find it

4. 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 duplicated entries

2. Select Exclude from the tab that appears

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.

If you have any other questions, please don't hesitate to reach back out. We'd be happy to assist!