How to set up your Bank account so that it updates all transactions? I configured it, but all transactions are only pulled when I delete all card data and enter it again.

Hi there,

Thanks for joining the Community. I'll be happy to share more details so you can upload your transaction with ease. QuickBooks is a versatile program that simplifies your accounting and it's essential you're able to experience this benefit. 

When you connect a bank to QuickBooks, the program automatically downloads the first 90 days of transactions. Don't worry, you can still upload transactions that go beyond the 90 days. You can do this by manually uploading your transactions using the steps in this helpful article here. 

I encourage you to try out the steps in the article and let me know if you have further questions. I'm here to help you get ahead with your work. Otherwise, I wish you a great rest of the week.

Hey @rcmediaconnect-g.

In such case, Speak with Direct QB Help Desk at [scam phone number removed].

Thanks

Grace

@rcmediaconnect-g 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110