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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