Steps to Import More than 90 Days of Bank Transactions in QuickBooks Online



QuickBooks is a widely used accounting software for accounting and related business processes. When you add your bank account to QuickBooks, your 90 days bank transactions get automatically downloaded. You need to import more than 90 days of bank transaction in QuickBooks Online to prepare crucial company reports and taxes of your company. Through this article, we will explain to you the detailed step to import old bank transactions in QuickBooks.

If you are facing any issues in importing previous bank transactions in QuickBooks, then contact us at (844)-932-1139 and talk to experts.

Key points before you Import more than 3 Months of Transaction in QuickBooks

There are a few key points that you should take care of before you import more than 3 months of transaction in QuickBooks. These have been mentioned below for you:
  1. The size of the transaction file should be less than 300 Kb.
  2. The files to be imported should be in CSV, QFX, QBO, or OFX formats.
  3. The Company file name should not contain any special characters.
  4. You are required to enter transactions with more than 11 digits manually .

How to import bank transaction into QuickBooks more than 90 days

Now that we are aware of the requirements to import bank transaction into QuickBooks more than 90 days, let us look at the detailed steps to perform the process. You should download the bank transaction data as a CSV file and then follow these steps:

  1. Open QuickBooks Online through your web browser.
  2. Go to the ‘Banking’ section on the left panel.
  3. Click on the ‘Update’ option and select ‘File Upload’ from the drop-down menu.
  4. Go to the ‘Browse’ menu and find the transaction file.
  5. Click on the ‘Next’ button and then select the account from the drop-down menu.
  6. Follow the on-screen instructions to select the CSV columns that are to be imported.
  7. Go to the ‘Import Data’ page now and then click on the ‘Gear’ icon.
  8. Reach the ‘Tools’ tab and then click on the ‘Import Data’.
  9. Press the ‘Next’ button after selecting your bank.
  10. Finally click on the ‘Let’s Go’ button to finish the process.
Your bank transactions have been successfully uploaded and imported to QuickBooks. If you have not connected a bank account to QuickBooks, then you lick on the ‘Upload Transactions Manually’ option to upload transaction without connecting the account. Through this article, we discussed the steps to import more than 90 days of bank transactions in QuickBooks Online. You should be able to import your old transactions easily using the steps mentioned above. If you come across any issues while downloading your transaction, you can call us at (844)-932-1139 for help.

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