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Jan 3, 2020 12:53 PM UTC
Question

I can;t see on QB my bank transactions only starting from Nov 2018. What do I need to do to pull my transactions from earlier (May 18)?

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1 reply

Jan 3, 2020 3:18 PM UTC

Hi semyosha

 

Once you have connected your bank the only way to include historic transactions would be to download a statement from your online account in an Excel/CSV format, delete any transactions from the spreadsheet that you may have already added to QuickBooks and then upload it to the banking screen.