We appreciate you joining the thread, @pjgroundworks. We'll share details about connecting bank accounts inside QuickBooks Online (QBO).
When connecting a bank account to QBO, the number of transactions that you can get into your company will depend on the bank that you have. For some banks, it lets you download at least 30 to 90 days of transactions, and other banks can get you up to a year's worth of bank transactions.
If you can't download transactions from previous years, we recommend downloading the transactions as CSV and manually upload to QBO. We'll write down the steps to get you going:
- Access your QuickBooks Online company.
- Go to Transactions, then Bank transactions.
- Select the blue tile for the account you want to upload the transactions into.
- Select the Link account ▼ dropdown and then Upload from file.
- Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
- In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Select the transactions you would like to import. Then select Continue.
- Select Yes and when you accept your transactions, click Done.
For more details, please see this page: Manually upload transactions into QuickBooks Online.
Before uploading transactions into the program, it's best to double check if your file follows the formatting that QBO accepts. Feel free to check this page for more information: Format CSV files in Excel to get bank transactions into QuickBooks.
In addition, here are some articles to help you manage bank transactions and reconcile an account inside QBO:
Feel free to inform us in the comment section if you need assistance managing bank accounts and transactions inside QuickBooks. We'll be around to help you out again. Keep safe.
