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December 31, 2024
Question

How do I extend the Sync Range for DirectConnect to beyond the past 3 months?

  • December 31, 2024
  • 1 reply
  • 7 views

How do I extend the Sync Range for DirectConnect to beyond the past 3 months? I want to import transactions from May 2024 to December 2024. 

1 reply

Tori B
QuickBooks Team
December 31, 2024

Hi there, @espresso921

 

Thanks for reaching out. I hope you're having a great day so far. 

 

The first time you connect, QuickBooks automatically downloads the maximum number of transactions available from your bank. Depending on the bank, this can give you up to a year of historical transactions.  Most banks may only download 90 days of historical transactions.

 

If you haven't seen any transactions past 90 days, I recommend contacting your bank to request an extension. 

 

For more information about this process, check out Download bank feed transactions in QuickBooks Desktop

 

Please don't hesitate to let me know if you have any other questions or concerns. Have a good one!