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Importing Older Bank Transactions
Importing Older Bank Transactions
Travis avatar
Written by Travis
Updated over a week ago

Most banks will only provide the last 90 days of transactions online so you would have to go to you banks site and export the older transactions to a QBO or OFX format file.

If your bank does not offer QBO or OFX file format for exporting date ranges, you can export as a CSV file, then please contact support, who has software that can convert CSV to QBO format, which can then be imported.

Once you have the file go to the bookkeeping section, click the small 'cog' on the right and click on import transactions.  This dialog will ask you for the account you want to import into and allow you to choose the file to import.

Please double check the dates of the transactions you are downloading to make sure there is no duplication of transactions already loaded, 17hats doesn't check for duplicate transactions at this time.

Keywords: Bank Account, Transactions, Import 

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