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May 19, 2024
Question

Im just setting up my quickbooks, when I link my bank accounts I select from Jan 01 2023. but its only pulling in transactions from 2024,i cant get any earlier transactio

  • May 19, 2024
  • 1 reply
  • 0 views
i have tried going to my banks to download QuickBooks documents to upload, but those also have issues, either not going back far enough or pulling in random date ranges.

1 reply

Level 6
May 21, 2024

Hi there, 

 

Welcome to the Community. I'll be happy to share more details so you can manage all your transaction with ease. QuickBooks is a flexible 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. You can manually upload transactions that go beyond the 90 days 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.