There were some issues with my bank account connections a few months ago, and I'm just not updating the connections in QuickBooks. How do I see recent transactions?

Thanks for becoming part of the Community, courtneymcrose.

When you first connect your bank and credit cards, QuickBooks downloads the last 30 to 90 days of transactions, and in some cases up to a year. Afterwards, every time you sign in, QuickBooks will automatically download new transactions from your connected accounts.

You can see the recent transactions on your Transactions screen. This page can be accessed by going to Transactions in the left navigation bar.

If you want to add transactions older than the ones QuickBooks originally downloaded, it's a two-step process. You'll need to export them from your bank, then import them into QuickBooks with a laptop or desktop computer.

Before getting transactions from the financial institution, check which ones are already in QuickBooks so you don't add duplicates.

Here's how:
 

1. In your left navigation bar, go to Transactions.
2. From the Account:All drop-down list, choose an account you plan to upload transactions into.
3. Use your Date drop-down and pick All.
4. In the Date column header, sort your list by date.
5. Take note of your oldest transaction date in the account.

Next, you can export transaction data from your bank:
 

1. Sign in to their website.
2. Follow the bank's steps for downloading transactions as CSV files. This is usually a button or link on your account page.
3. Set a date range for at least one day before the oldest transaction in your account in QuickBooks.
4. Follow any on-screen instructions to finish the download.

After downloading your transactions, they can be imported into QuickBooks.

I've also included a couple detailed resources about working with transactions which may come in handy moving forward:
 

• Categorize transactions
• Manually import transactions

If there's any additional questions, I'm just a post away. Have a great Tuesday!