how far back can quickbooks import credit card transactions

QBO file you've downloaded from your bank and click Open.

In your QBDT program, go to the File menu.

QBO file can be done using the following steps: I can ensure you'll be able to upload your bank transactions to QuickBooks Desktop (QBDT), steps from the previous reply are only applicable if you're using QuickBooks Online (QBO). Thank you, and have a wonderful rest of your day. Please don't hesitate to keep in touch with me here should you have any additional questions or concerns, I want to make sure you're taken care. This puts the power in your hands to obtain whichever transactions you need to to reconcile those bank accounts. Follow the on-screen instructions to import your transactions.Ĭheck out our guide on the QuickBooks Online WebConnect process to learn more.

Click Browse and select the CSV file you downloaded.On the Update drop-down, select File Upload. Back in QuickBooks Online, navigate again to the Banking tab.If you couldn't filter the list previously, this file can be opened in a spreadsheet software to exclude unneeded transactions.

If there are multiple formats available, select CSV. Search for a Download or Export button.Navigate to the transaction list, and if it allows you, filter the list to only include the transactions you need. Head to your financial institution's website and sign in.These instructions will help you get started:ĭownload more than the 90 previous days of transactions Next, if there are any prior transactions that you're missing, the WebConnect process will allow you to download them. This will remove the unneeded transactions so as to prevent duplicate items in your books. In addition to these steps, the video below well depicts the process: We also offer a guide on excluding bank transactions that you may find helpful. On the Batch Actions menu, click Exclude Selected. Once you have the listed filtered, click the top-left box to select all transactions.Using the filter (funnel icon), sort the list to only include the dates/transactions which you don't need.From QuickBooks Online, navigate to the Banking tab.First, I'll help you make sure you've rid of the duplicate October transactions you don't need, just follow these steps: The good news is, by using the WebConnect process, you can manually import whichever additional transactions you need. Hello and welcome to the Community, are correct, the 90-days or less of transactions downloaded on your initial connection are automatic and cannot be opted out of.

How far back can quickbooks import credit card transactions