QB Issue Resolution:
How can I manually donwload transactions from my bank?/ How do I get more than 90 days of bank transactions? Using Web Connect
Answer ID: 6734
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:
.qfx (Quicken) and
.ofx (MS Money)
.csv (MS Excel)
Then SAVE it to your computer in a location that you can find.
Now go to QuickBooks Online:
Go to Transactions>Banking
Once you are on the Downloaded Transaction screen, click on File Upload at the top right.
Next, you’ll start the Web Connect mini-interview.
Click Browse and select your Web Connect file from your computer.
In the drop-down menu, select the account where you’d like to upload the transactions.
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.
Answer ID 6734
Products QuickBooks Online Simple Start (H)
QuickBooks Online Essentials (H)
QuickBooks Online Plus (H)
Categories Unable to Login
Using Online Banking
Using This Product
Date Created 02/03/2015 04:39 PM
Date Updated 02/04/2015 05:56 PM
Allow Crawling? Yes
Resolution for Issue 'How can I manually donwload transactions from my bank?/ How do I get more than 90 days of bank transactions? Using Web Connect.' available: Yes (Solved).
Source: Intuit Community forum.
How can I manually donwload transactions from my bank?/ How do I get more than 90 days of bank transactions? Using Web Connect.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Quickbooks
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