Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
July 29, 2020
Question

I set up our accounts from 2019 as a previous administrator was supposed to do the 2018 manually. can I add retroactively"

  • July 29, 2020
  • 1 reply
  • 4 views
No text available

1 reply

MaryLandT
Level 10
July 29, 2020

Hello there, leigh2,

 

Are you referring to your bank transactions and want to add those 2018 entries on your accounts in QuickBooks Online?


If so, you can manually upload them using a CSV file. If you only have few transactions, you can add them directly to your register. Here's how:

  1. Go to Accounting from the left menu and choose Chart of Accounts.
  2. Locate the appropriate account for the transaction.
  3. From the Action column, select View  register.
  4. From the Add... drop-down menu, select the transaction type you want to add.
  5. The Add... menu identifies the type of the transaction you most recently added, but you can select another type. If there is no Add... menu, you can't add a transaction in this type of account from the register, but must add transactions from the Create (+) icon.
  6. Complete the transaction fields.
  7. Select Save.

Meanwhile, adding old transactions will affect the current balance and those reconciled bank accounts on your register. Moreover, you need to edit the opening balance of each reconciled account. Doing this will help ensure you have accurate records on your register.

 

Let me know if you need additional information by commenting below. I'm always around to help.