FAQ: QuickBooks Online; How do I import more than the last 90 days of bank transactions?

1) If you can get the data from the bank as .qbo (web connect) that would be ideal…. as you don’t have to convert anything or finagle with a spreadsheet.  And bring everything via Bank Feeds / Downloaded Transactions in QuickBooks Online
2) If no .QBO file available, then the next best choice is a CSV file… you can open that in Excel and do some interesting cleanup work with will help immensely during the import process.  QuickBooks Online will let you import a CSV file, but restricted to 3 columns: Date, Payee, Amount (missing NUM and MEMO; which is a BIG issue!) But, you can use CSV2QBO (a $60 software) to make the excel/CSV File import into Bank Feeds / Downloaded Transactions in QuickBooks Online as a QBO/Webconnect File with all the fields.
OR, if only have a PDF bank statement, then you need PDF2QBO ($200 software) to convert the data to .QBO/Webconnect and use Bank FeedsDownloaded Transactions in QuickBooks Online with all the fields
These are NOT easy concepts, you may need to watch this 1 hour video to understand the mechanics:
If you want private one-on-one training on how to do this, you can hire Hector for $500, the training will last about 90 minutes, and he can help you do you first import with you.

 

Hector Garcia

Hector Garcia

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