Importing bank transactions older than 90 days into QuickBooks
When you connect a bank feed, QuickBooks Online usually only pulls back about 90 days of history. For a catch-up job, a new client, or a closed account, you need to bring in older transactions manually.
The bank-feed window is the single most common reason bookkeepers reach for a converter. Live feeds are great going forward, but they don't help with the months (or years) before you connected. The fix is to export the older transactions from the bank and import them as a file.
Steps
- Export the full date range you need from online banking as CSV, Excel, or PDF. Most banks let you pick a custom date range going back well beyond 90 days.
- Convert it with the free converter to .QBO (QuickBooks Desktop) or a QuickBooks Online CSV.
- Import — Online: Transactions → Bank transactions → Upload from file; Desktop: File → Utilities → Import → Web Connect Files.
Avoiding duplicates
Import older transactions that pre-date your live feed so the two don't overlap. If a few overlap, QuickBooks lets you review and exclude duplicates during import. Ledgerfeed also flags likely duplicate rows (same date, amount and description) in the preview.
Working from PDFs? See convert a PDF bank statement. From CSV? See convert CSV to QBO.
FAQ
Why does QuickBooks only import 90 days?
The initial bank-feed connection typically retrieves about 90 days of history from the bank; the exact window varies by bank. Older data has to be imported from a file.
Can I import several years at once?
Yes — export the full range from your bank and convert it in one go. Very large files are handled locally in your browser.
Will this create duplicates?
Only if the imported range overlaps your live feed. Import older transactions up to the day your feed begins, and review any overlap during import.