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kieron-mcgahan
March 25, 2019
Question

I'm wondering how far back my credit card transactions will go when I set up a feed?

  • March 25, 2019
  • 1 reply
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1 reply

T
TaliaI
March 25, 2019


Hello kieron-mcgahan,

 

Welcome to the Community - thank you for your question!

 

Bank feeds usually go back 90 days as a maximum. If you need transactions from before then, you will need to manually upload these through a CSV downloaded from your bank's website. Please let us know if you are interested in doing this and we will go through instructions in more detail.

 

Thanks,

 

Talia

    S
    Sara0
    April 24, 2020

    Hello,

    I have the same question.

     

    Would it be possible to send me the instructions for manually upload a CSV (downloaded from my bank's website)?

     

    Thanks,

    Sara

    AlcaeusF
    AlcaeusF
    April 24, 2020

    Thanks for joining this conversation, @Sara0.

     

    Uploading CSV transactions from your bank to QuickBooks Online (QBO) is pretty easy! Please refer to these steps on how:

     

    1. In QBO, go to the Banking menu at the left pane to get to the Banking menu.
    2. Click the File upload option at the right, then tick Browse and choose the file.
    3. Select Open, then select Next.
    4. In the QuickBooks Account drop-down list, pick the bank or credit card account then Next.
    5. Choose a Date, date format, Description, and Account, then Next.
    6. Place a checkmark on the boxes of the transactions to import and hit Next again.
    7. Click Yes, then Let's go!

     

    To learn more about the process, consider checking out this article: Import bank transactions using Excel CSV files.

     

    Please know that I'm only a post away if you have any other concerns or questions. I'll be here to help. Have a wonderful day!

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