How can I do partial downloads of bank information per certain dates only

QuickBooks Help QuestionsHow can I do partial downloads of bank information per certain dates only
Al G. asked 3 years ago

How can I do partial downloads of bank information per certain dates only?
My bank downloaded 90 days. Now, I need to download transactions prior to certain dates.

admin Staff replied 3 years ago

For partially download bank transactions, you can try WebConnect which most of the banks should have that feature. Look for certain types of file downloads (QFX, QBO, CSV, and OFX) from your bank. You can select certain dates you want and download to your computer. From your computer, you can upload the file into QuickBooks (Dashboard > Banking > File upload at the top right corner and follow the instructions).

Banking File Upload

You can also read this article for more information.
Upload more than 90 days of bank transactions
https://community.intuit.com/articles/1145233



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