QB Issue Resolution:
Good job in connecting your bank account. I’m happy to share some insights about downloading banking transactions.
When connecting your account for the first time, QuickBooks downloads the last 90 days of transactions. Since you need more than 90 days’ worth of data, you can export them from the bank and upload the file into QuickBooks.
Please contact your financial institution and check if they offer a WebConnect file. If so, let’s go ahead and sign into your bank’s website and follow the online process for downloading transactions.
Once you’re ready, let’s upload the file to your company. Here’s how:
- Go to Banking on the left panel.
- Choose Banking at the top then click File Upload. If you’ve never connected an account, select Upload transactions manually at the bottom of the screen.
- Click Browse and choose the file you saved in Step 1.
- Click Next.
- From the QuickBooks account drop-down, select the account you want to upload the bank data and then click Next.
- Select Let’s go! or Finish depending on what you see.
That should do it.
Resolution for Issue 'Just added my Business AMEX to my banking transactions. Once linked up, only transactions dating back to Dec ’18 have synced. How do I sync up through January ’18?' available: Yes (Solved).
Source: Intuit Community forum.
Just added my Business AMEX to my banking transactions. Once linked up, only transactions dating back to Dec ’18 have synced. How do I sync up through January ’18?: 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 Banking
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Error Recovery for Banking [Canada]
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