I just set up my bank accounts into QuickBooks. The system only pulled the past 90 days. How do I pull data from a larger date range?

Hello userajones,

Congratulations on setting up your Banking with QuickBooks. Our Banking module is one of the fundamental features which make the program fun and intuitive to use. Among other features, the Banking feature gives you maximum flexibility when it comes to organizing your transactions. I'll be happy to share more info about this.

When you first connect your online bank and credit card accounts, QuickBooks Online downloads the last 90 days of transactions. QuickBooks automatically downloads new transactions nightly around 10 PM PT. Here's how you can add the missing transactions: 

Check to see the latest transaction date in QuickBooks so you know which date to start with when importing from the bank. Here's how:

1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
2. Find the bank or credit card account you want to upload the transactions into.
3. Select Account history.
4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

From here, you'll have to log into your bank and download the transactions: 

1. Sign in to your bank or credit card’s website.
2. Look for and follow your bank’s steps to download transactions. Every financial institution has different steps.
3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

I recommend checking out this helpful article which shows you the remaining steps required in order to successfully import your transactions.

Let me know if this info helps. In case you need further assistance, don't hesitate to reach back to me in the comments below. I've got your back.