Yes, you can, @jandjmurrayenter.
If you need to get older transactions from your bank, you can upload them manually. let me guide you how.
In your QuickBooks Online (QBO) account:
Here's an article you can read for more details (read Step 4): Manually Upload Transactions into QuickBooks Online.
Once done, all your downloaded transactions will go to the For Review tab. Make sure to review them to avoid any duplicated transactions.
I also encourage you to reach out to your accountant for further advice. This way, you'll be guided accordingly on recording them.
Also, I've got you this helpful article that can help guide you in reconciling your account in QBO:
Don't hesitate to leave a comment below if you need further assistant. I'm always here to help.
Thank you JasroV for your help but I'm sorry I cannot follow any of those instructions.
When I go to my bank as you instruct to select upload I merely get a message saying I cannot connect because "direct feeds is pending". This is why I asked the question.
I read the article you linked. It first says go to accounting and record the date of the oldest transaction, but I don't have any transactions entered. I logged into my bank as it suggests, it recommends using the QBO format but it only offers csv and qif. The csv is a real mess when I open it. the qif is a little better but it would take a long time to cut and paste to create the few columns required.
I am getting SOoo frustrated. I wish I had never opted for direct feeds because now I find I am totally unable to use the program, presumably until I wait 2 weeks for the direct feed to be approved. By then I will have passed the time when I needed to generate the end of month invoices and I have no transaction in the program!
Sorry but I really don't know what to do. I think I will just start adding them all manually. It would take less time than trying to work all this out.
I just hope it will all come together for me once the direct feeds starts.
Thank you again,
a frustrated Jann
I'm sorry that you've been having so much trouble getting your transactions imported. The Direct Feed should absolutely help with this in the future.
Feel free to give one of our Customer Success Representatives a call as they will be able to walk you through the process. They are available by phoning 1800 046 038. Our line is open 8:30am - 6:30pm AEST Mon - Fri.
Alternatively, if you would like a call-back from a representative or to talk to us via Messaging, follow the steps below:
1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. Select Contact us.
4. Enter a brief description of the issue, then select Next.
5. Select Start a Chat or Get a Callback to connect to a live support team representative.
Please feel free to reach out if you have any other questions.