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Lisa CONYERS
Level 1

How do i connect bank feeds for 6 months ealier? Only started QB in June. Bank feeds only going from January but I need them to start form July 2020... Who can help with info on how to back date the feeds start dates?

 
3 Comments
Nona_O
QuickBooks Team

How do i connect bank feeds for 6 months ealier? Only started QB in June. Bank feeds only going from January but I need them to start form July 2020... Who can help with info on how to back date the feeds start dates?

Hi Lisa CONYERS, 

 

Welcome to Quickbooks Community. 

 

To download bank transactions from the previous year, you have to go directly to your bank's website to check if the data is available for download.  If not, you will have to contact your bank and request a copy of the transactions from previous year. Once you have the copy of the bank transactions, we will manually import them. Please refer on this article link on how to format csv file and upload bank transactions to Quickbooks Online. 

 

Feel free to reach out to us if you have questions. 

 

Nona

Fiat Lux - ASIA
Level 15

How do i connect bank feeds for 6 months ealier? Only started QB in June. Bank feeds only going from January but I need them to start form July 2020... Who can help with info on how to back date the feeds start dates?

@Lisa CONYERS  

Ask the bank statement file to your bank and import the data manually into your QBO account. If your bank only provides data in PDF format, you will need a 3rd party tool to import it.

Nona_O
QuickBooks Team

How do i connect bank feeds for 6 months ealier? Only started QB in June. Bank feeds only going from January but I need them to start form July 2020... Who can help with info on how to back date the feeds start dates?

Thank you for posting, Fiat Lux - ASIA. 

 

Sharing this article on how to Import Bank transactions via CSV.