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December 26, 2023
Question

I just installed QuickBooks in december, can I import all of my bank and credit transactions for the whole year?

  • December 26, 2023
  • 2 replies
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What is the maximum time frame for bank transactions, year to date, 90 days no limit?

2 replies

JessT
December 26, 2023

Hi apcares4u,

 

Thank you for being part of the QuickBooks family! Connected accounts will only send transactions in the last 90 days. Anything older can be downloaded from your bank's website and uploaded in the Bank Feeds Center. Here's an article for your reference: Download bank feed transactions in QuickBooks Desktop.

 

Be sure to categorize, add, or match the downloaded transactions before uploading the older ones.

 

Feel free to go back to this thread if you have other questions in mind. Take care and have a good one!

December 26, 2023

@apcares4u 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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