JamesDuanT
Moderator

Banking

Hello ghostf4ce,

 

When you use Online Banking, QuickBooks Online will download 90-days worth of bank transactions. Some banks go back as far as 24 months. From time to time, the system will update the downloaded list depending on what your bank shares with us.

 

If you don't see the cleared bank transactions on the list, you can update the Banking page manually. You can use this link for reference: What to do if bank transactions won’t download or there's a bank error.

 

Meanwhile, you can get a valid WebConnect (CSV) file through your bank's website or directly from your bank. Once you have this file, you can upload it to QuickBooks Online. Here are some links that are helpful for the import process:

After downloading or importing the banking transactions, you can start categorizing them to the correct accounts.

 

This is a time-saving feature when managing your business. Keep us posted if you require additional help with using the feature. Have a great day!