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How can I manually download transactions from my bank? How do I get more than 90 days of bank transactions? Should I use Web-Connect?

How to get more than 90 days of bank transactions?

You’ll start by signing in to your bank’s website and downloading a valid webconnect file.

Valid webconnect files:

  • .qbo (QuickBooks),
  • .qfx (Quicken) and
  • .ofx (MS Money)

Then SAVE it to your computer in a location that you can find.

Now go to QuickBooks Online:

  1. Go to Transactions>Banking
  2. Once you are on the Downloaded Transaction screen, click on File Upload at the top right.
  3. Next, you’ll start the Web Connect mini-interview.
  4. Click Browse and select your Web Connect file from your computer.
  5. Click Next.
  6. In the drop-down menu, select the account where you’d like to upload the transactions.
  7. Click Save and Finish.

NOTE: If you attempt to upload a file of the wrong format, a message will appear stating: The uploaded file isn’t a valid Web-Connect file.

ALSO REMEMBER: if the transactions precede the opening balance that was entered into QuickBooks Online, the opening balance will change.

Check out KB 2370 for help on troubleshooting web-connect errors.

 

 
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Categories
Banking

How do I download banking transactions into quickbooks from the months before I started using the QBO program

First you will need to download QuickBooks format file (QBO, QFX, OFX only) directly from the bank account to computer hard drive.

From the blue navigation bar on left > transactions > banking

You are now at the bank feeds section of the QBO area. Select bank account to download these new transactions.

Go to upper right (next to “Add Account” blue button)> select “File Upload” from pull down selector (“Update” is default)

It will take to next “Upload Bank File” screen > “Select the file to upload” from your computer hard drive. It goes through upload process. You should also all the bank downloaded under “New Transactions” area.

See attached screenshot photos for guidance.

Upload bank file QFX QBO OFX

upload file from bank feed
 
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