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January 13, 2021
Question

Can the App be backdated more than 90 days to account for older transactions?

  • January 13, 2021
  • 1 reply
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1 reply

Angelyn_T
January 13, 2021

Hi there, @usercara-mcewan.

 

Thank you for adding a post here on the Community page. I can share with some information about connecting bank or credit accounts to QuickBooks and how to import 90days or older transactions.

 

Once your bank/credit card account is linked to QuickBooks, the system automatically downloads and the latest available transactions from your bank. For 90days or older transactions, you can upload them manually. 

 

First, get the transactions from your bank. Then, prepare an Excel CSV file and manually import the transactions to QuickBooks. For your guide, I recommend checking these articles:

 

For more tips about banking or reconciliation, I also recommend checking out the topics from our help articles.

 

If you have any other QuickBooks or banking questions, please let me know by adding a comment below. I'm always here to help. Have a good one!