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samidweekat
April 18, 2019
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HOW TO PULL OLDDER BANK STATEMENT TO QUICK BOOKS

  • April 18, 2019
  • 3 replies
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It's nice to see you here today, @samidweekat,

 

Welcome aboard to the Community. I can share some insights about downloading your transactions in Quickbooks Online.

 

When you connect your bank into Quickbooks, the system downloads up to the last 90 days of transactions. If you need to fetch older items for your online banking, you have the option to upload them manually. All you need to do is download the data from your bank then map the transactions in the following supported formats or  file types:

Once you have the bank file ready, you can now upload the file to your QuickBooks Online company. Here's how:

  1. Go to the Banking menu.
  2. Select Banking.
  3. Choose File upload from the Update drop-down. You can also select Upload transactions manually.
  4. Hit Browse and pick the downloaded file.
  5. Select Next.
  6. From the QuickBooks account drop-down list, choose the account to which to upload the bank transactions, and select Next.
  7. If you're using a CSV file, follow the prompt to select columns from the CSV file that match QuickBooks Online banking fields. Another option is through the Import Data page. To do so, click the Gear icon, select Import Data, then hit Bank Data.
  8. Click Next.
  9. Select Let's go! or Finish.

That should get you on the right track, @samidweekat. I've attached here an article to guide you with the process: How to upload more than 90 days of bank transactions?

 

Please let me know if you have any questions about this by clicking the Reply button below.  I'd be happy to answer them for you. Have a great day! 

3 replies

A
Anonymous
Answer
April 18, 2019

It's nice to see you here today, @samidweekat,

 

Welcome aboard to the Community. I can share some insights about downloading your transactions in Quickbooks Online.

 

When you connect your bank into Quickbooks, the system downloads up to the last 90 days of transactions. If you need to fetch older items for your online banking, you have the option to upload them manually. All you need to do is download the data from your bank then map the transactions in the following supported formats or  file types:

Once you have the bank file ready, you can now upload the file to your QuickBooks Online company. Here's how:

  1. Go to the Banking menu.
  2. Select Banking.
  3. Choose File upload from the Update drop-down. You can also select Upload transactions manually.
  4. Hit Browse and pick the downloaded file.
  5. Select Next.
  6. From the QuickBooks account drop-down list, choose the account to which to upload the bank transactions, and select Next.
  7. If you're using a CSV file, follow the prompt to select columns from the CSV file that match QuickBooks Online banking fields. Another option is through the Import Data page. To do so, click the Gear icon, select Import Data, then hit Bank Data.
  8. Click Next.
  9. Select Let's go! or Finish.

That should get you on the right track, @samidweekat. I've attached here an article to guide you with the process: How to upload more than 90 days of bank transactions?

 

Please let me know if you have any questions about this by clicking the Reply button below.  I'd be happy to answer them for you. Have a great day! 

    B
    bb1207
    October 31, 2020

    My bank has statements in PDF, how can I convert them?

     

    A
    AileneA
    October 31, 2020

    Hello, bb1207. 

     

    Welcome to the Community. I'm here to help share how you can upload your PDF bank statements to QBO. 

     

    At this time, QuickBooks Online can only support CSV, OFX, QFX, and Exel files when uploading bank statements. Since you can only download in PDF file, I'd suggest converting this to one of our supported file formats. 

     

    In order for you to import your data, your CSV file should contain the following information: Date, Description and Amount. Make sure to leave off leading zeros and format the date like this: M/D/YY, not like this: MM/DD/YY. For example, January 1, 2016 would be 1/1/16. 

     

    Once your file has the correct format, you can start with the importing process. 

     

    Let's try visiting the Intuit App Store to check if there are free converters compatible with QBO. If you can find a free app, you'll need to convert the statement and import the data into QBO. You can check out this article for the detailed steps on importing bank transactions: Manually upload transactions into QuickBooks Online. 

     

    On the other hand, the ability to directly import PDF file to QuickBooks would be helpful for both you and your business. I’d be delighted to share these suggestions to our Product Engineers for consideration in future updates. 

     

    Please let me know how it goes. I'll be here to help if you have other questions about your bank statements. Have a good one.

    B
    BG246
    November 3, 2020

    hello there. 

     

    I have downloaded my bank statements to my computer directly from my online banking just like QB said but I cannot seem to be able to select the files that I would like to import to quickbooks 

     

     

    I hope you can help,

     

    BG

    A
    AileneA
    November 4, 2020

    Hello, BG246. 

     

    If you can't select the files you've downloaded from you're online banking, I have recommended troubleshooting steps. It might have something to do with a browser issue. 

     

    Storing a lot of files in the history folder can be the cause of the issue. This could be the reason are times we encounter unusual behavior in software like QuickBooks. As of now, these are our supported browsers: 

      

    • Google Chrome, press CTRL  + Shift + N   
    • Mozilla Firefox: press CTRL  + Shift + P   
    • Safari: press Command + Shift + N      

     

    Once you're in the Private / Incognito window, we'll need to log in to your account using it.  If it works, you can clear the cache. This is to start your data fresh and help QuickBooks to work properly. Alternatively, you can use other supported browsers in QBO. It could be that the one you're currently working on has a temporary issue with QuickBooks.   

     

    The following articles will help guide you more in managing bank feeds transactions in QuickBooks:  

     

     

    Please let me know how it works for you. The Community is always here whenever you have additional questions about it. Otherwise, you can enjoy the rest of your day! Thanks! Take care!

    T
    TheNonyanon
    January 6, 2021

     

    downloading Capital One transactions from 01012020 to 10142020:

    I download this range [cvs and qb files] and it is not actually downloading as I can't find the file, tho Cap1 says it did the download.  I have to get this range into QBO, tho QB asked me to bring in all of 2020, it only brought in 10152020 to 01052021 

    RenjolynC
    RenjolynC
    January 6, 2021

    Good to see you here, TheNonyanon.

     

    I'll give details and steps on how you can import the downloaded transactions. When you connect your account to QuickBooks, it downloads the last 90 days of transactions. Some banks can go back as far as 24 months.

     

    To find the CSV file, you'll want to click the Hamburger icon located in the upper right-hand corner of the browser you are using. Then, go to Downloads, find the file and click the Show in folder link.

     

    Here's a sample screenshot for a visual reference:

     

     

    Once you have the file, go back to your QuickBooks Online account and follow these steps to import the transactions:

     

    1. In QuickBooks Online, go to the Banking menu or Transactions menu. Then select the Banking tab.
    2. Select the blue tile for the account you want to upload the transactions into.
    3. Click the Link account drop-down and then choose Upload from file.
    4. Press the Browse button and then select the file you downloaded from your bank. Then hit Next.
    5. From the QuickBooks account drop-down, select the account you want to upload the transactions into. Then select Next.
    6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then click Next.
    7. When you're ready, press Let's go.

    I've got this article for more information: Manually upload transactions into QuickBooks Online.

     

    You can also visit our other articles and guides here.

     

    Please let me know in the comments if you have other questions or concerns. I'm just a post away to help you out again. Take care!

    T
    TheNonyanon
    January 8, 2021

    Thanks, it actually worked, my iCloud  storage was full 😊

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