Manually uploading bank data combined with bank rules can save you a lot of time by reducing the time of data entry. Typically, this is 60-90 days of transactions prior to the current date. If this is the case, when you connect the bank feed for the first time, certain banks/credit cards only allow a small window of past transactions to be downloaded into QuickBooks Online. Thankfully, almost every bank/credit card allows you to down the activity as an Excel, CSV or QBO file.Īdditionally, you might have just switched to QuickBooks Online.
It is up to the bank/credit card company to work directly with Intuit and devote resources to creating the direct connection.
Unfortunately, not every bank/credit card is available for a direct bank feed to QuickBooks Online. While a direct bank feed between your bank/credit card account and QuickBooks Online (QBO) is the most efficient, it might not be an option, or you might require more historical data.
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