How far back can you go on an automatic bank download when setting up a company?

Hello W-G,

There is no set period of time; it's purely down to how much information, the bank makes available to us at the time of connections. Every bank is different. If you find that not all of the transactions you want to categorise are included within your bank section after connection, you can follow the instructions on the below link to import them in manually. You will need to download a .csv list of the transactions from your Online Banking with the date range required.

To import this list into QuickBooks - Follow this link for steps: https://quickbooks.intuit.com/learn-support/en-uk/banking/import-bank-transactions-using-excel-csv-files/00/239741