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Jan 14, 2021 12:26 AM UTC
Question

If an account connection is made does quick books only record the transactions form the date the new connection was made or will it back date ?

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1 reply

Jan 14, 2021 5:48 AM UTC

I'm here to share some insights about account connection in QBSE, marney05.

 

When you first connect your bank, QBSE downloads the 90 days of transactions automatically. The good news is, using a CSV file, you can manually import additional transactions you need. 

 

For the detailed steps, please refer to these articles:

 

I'll be right here if you have any additional banking concerns