I didnt pull all my bank transactions through to quickbooks - now i want to extend the date range and pull through older transactions - can ido that?

Hey there, @paulaoconnortherapy.

Yes, you can bring older transactions into QuickBooks, but you cannot directly extend the date range of your current bank feed connection.

When you first connect a bank account, QuickBooks automatically pulls transactions from the last 90 days, though this can vary depending on your bank. Some banks allow you to update the range to include older transactions. To check, go to Bank Transactions under the Transactions menu, select your connected account, and look for an option to update transactions with the desired date range.

If the date range cannot be adjusted to more than 90 days, you will need to manually import older transactions by downloading them from your bank. This ensures your financial data remains up-to-date in our system. Please ensure the file is prepared according to the required format. Here’s a quick guide on how to do this:

1. In the Bank Transactions section, click the dropdown icon beside the New Transaction option.
2. Choose Link account.
3. Select the account where you want to place the transactions.
4. Upload your file and follow the on-screen instructions to complete the process.

If you have additional questions about QuickBooks or need help with another task, don't hesitate to ask. We are here to help.