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joe-tiptopvi-com
Level 1
posted
‎August 13, 2020 04:24 PM
last updated ‎October 05, 2020 8:04 PM

I need to import more bank data to the app it only imported the last quarter

 
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1 Comment 1
Ryan_M
Moderator
Moderator
‎August 13, 2020 05:05 PM

I need to import more bank data to the app it only imported the last quarter

Hi @joe-tiptopvi-com,

 

I'll walk you through on how you can import online bank transactions to your QuickBooks Online (QBO) account.

 

Be advised, the steps below are for a computer browser:

 

  1. Log in to the actual website of your bank.
  2. Follow your bank’s instructions on how to download transactions to your computer. 
  3. Ensure the date range for the download is at least one day before your oldest transaction.
  4. Proceed with the download.

To continue, open this article: Manually upload transactions into QuickBooks Online. Scroll down to Step 3: Review the file format and size section and go from there. 

 

Once done, I suggest you take a look at this article as well: Reconcile an account in QuickBooks Online. It's best to proceed with a bank reconciliation so you can be sure your QuickBooks Online bank balance agrees with your actual bank's balance. 

 

Feel free to post a comment below if you have other questions. I'll get back to you as soon as I can. 

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