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How to download old transactons?

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  • How to download old transactons?

    Howdy, folks.

    I've tried to set up a company file in different ways, but no matter what I do, I can't seem to download *all* my transactions. There's roughly a year's worth, from Feb of '19 through present. I've tried the following:
    • Create new company, create Checking/Card accounts, connect to Wells Fargo, but not all transactions are downloaded.
    • Create new company, import a QFX file, accounts created, but it won't connect to online banking (I get a web page instead of the Direct Connect) and trying to set up again doesn't work because the online service setup doesn't 'see' the checking/card accounts in the drop-down list to match.
    Hope one of you guys can get me set straight.

    Last edited by Hammerhead; 03-07-2020, 01:25 PM.

  • #2
    see if this helps


    • #3
      Step 1: Locate Your Bank. From the Left Menu Bar, select Banking: ...
      Step 2: Log Into Your Bank Account. ...
      Step 3: Select Bank Accounts. ...
      Step 4: Selecting the Right Date Range. ...
      Step 5: Click Connect. ...
      Step 6: Review Downloaded Transactions in the Banking Center.