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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Rose-A
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Hello, Ammo999.

I've got you covered in downloading your transactions from the beginning of the year in QuickBooks Online.

 

You can manually bring in the hundred of transactions into QuickBooks Online using our WebConnect feature since resetting the software's date isn't an option for us right now.

 

To do that, here's how:

 

Step 1: Pick a date range. To make sure you don’t import transactions you’ve already recorded, you’ll need to get the date for the oldest transaction in your account. This prevents duplicates.

 

  1. In QuickBooks, go to Accounting.
  2. Select Chart of Accounts.
  3. Find the bank or card account you want to upload more transactions into. Then select  Account history.
  4. Scroll to the bottom of the list.
  5. Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.

Step 2: Download transactions from your bank:

 

  1. Sign in to your bank or card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your desktop.

For other steps, you can check out this recommended article: Manually upload transactions into QuickBooks Online.

 

For account discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Feel free to ping me out if you still need help with downloading your transactions in QuickBooks. I'll be happy to help you out.

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