Why did the automatic expense import not bring in all my expenses that I see on my statement?
Note: Automatic Expense Importing is currently only available to North American users.
When first connecting to a bank account, we will retrieve the last 30-90 days worth of expenses. The amount of time we can go back is largely dependent on how far back the financial institution will allow access.
If you have expenses that you want to import outside of the 30-90 day window, most banks allow you to export a csv. file of your transactions from your online portal with them. Once these are exported, they can be imported to FreshBooks using our import tool.
Make sure to follow these steps to import the file into FreshBooks.