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Mar 10, 2021 12:34 PM UTC
Question

How to download full year bank transaction from Quickbooks.. I am not able to download.

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1 reply

Mar 10, 2021 2:23 PM UTC

Hello there, seema-chauhan.

 

You can download the year transactions in QuickBooks Online by utilizing the Export icon within the Banking page. Here's how:

 

  1. In the Banking tab, click the Date drop-down arrow.
  2. Make sure to set the correct date for the bank transactions.
  3. Then, click Apply.
  4. Once done, click the Export icon. It'll then download your transactions to Excel.

If you're unable to do it, we can use an incognito window. This type of window doesn’t store any cache that causes a browser to load slowly or experiencing unusual behavior. Here are the shortcut keys you can use depending on the browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If you're able to download, go to your regular browser and clear its cache to prevent any unexpected behavior. Also, you can use other compatible browsers in QBO.

 

To learn more about connecting bank accounts and downloading transactions in QuickBooks Online, you can check out these articles:

 

 

If you've got an error during the process, please let me know by commenting below.  Take care always.