It's good to see you here in the Community, @Mlat22.
I'm here to help manually download transactions from last year so you can get started.
Just to clarify, are you referring to the bank transactions? If yes, you can follow the steps below to upload your bank transactions manually in QuickBooks Online (QBO):
Go to your bank's website and download last year's transactions via a CSV file.
Then, review the file format and its size. Make sure it's in the correct format before you upload it.
Once done, sign in to your QBO account and click Banking/Transactions from the left menu. Then, click Upload transactions.
Select Drag and drop or select files and select the file you downloaded from your bank. Then, choose Continue.
Choose the account you want to upload the transactions into. Then, click Continue.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
Select the transactions you would like to import. Then, select Continue.
Click Yes. When you accept your transactions, select Done.
I would appreciate if you could help me with uploading the January 2021 transactions from a PayPall account . The file is formatted as a CSV file with 4 columns. Not having success with the upload. Once I successfully send January I will move each month separately.
I am getting a red error message when I attached the file to upload. It is not giving a reason why it won’t accept the file.
I’m Sent from my iPhone
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