Just linked the credit card. how far back can the download go ? I need to go back 6 months

Hi there, 

Congratulations on linking your credit card with QBO! I'd be happy to show you how to import transactions past 90 days. 

If you need to get older transactions from your bank, you can upload them manually and I'll show you how. 

Step 1: Pick a date range

To make sure you don’t import transactions you’ve already recorded, you’ll need to get the date for the oldest transaction in your account. This prevents duplicates.

1.     In QuickBooks, go to Accounting, then select Chart of Accounts.
2.     Find the bank or credit card account you want to upload more transactions into. Then select  Account history.
3.     Scroll to the bottom of the list.
4.     Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.

Step 2: Download transactions from your bank

1.     Sign in to your bank or credit card’s website.
2.     Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps.
3.     Make sure the date range for the download is at least one day before your oldest transaction.
4.     Download your transactions. Save the file somewhere you can easily find it, like your desktop.
    

Step 3: Review the file format and size

Your bank might give you options for how to download/export your transactions. Pick one of these so you can upload the file into QuickBooks Online:

•     Comma-Separated Values (CSV)
•     QuickBooks Online (QBO)
•     If you can, go for the QBO format. QBO files from banks should already be formatted for QuickBooks. If your file isn’t formatted, you can reformat and then upload it. The maximum file size is 350 KB. If your file is too big, shorten the date range and download your transactions in smaller batches.

Step 4: Start your upload

For accounts connected to online banking

If your account is connected to online banking, here’s how to start your upload:

1.     In QuickBooks Online, go to the Banking menu, then select the Banking tab.
2.     Select the blue tile for the account you want to upload the transactions into.
3.     Select the small arrow ▼ icon by the Update button, then select File upload.   

For more info on how to upload the remaining transactions, check out this helpful article: Manually upload transactions into QuickBooks Online. Let me know if you need further assistance. Otherwise, enjoy the rest of your weeek!