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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