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gaias_worship-li
New Member

How do I look up 2023 banking transactions

I just downloaded the app for my 2023 taxes but all it's giving me is 2024. How can I upload last year's transactions to the app
2 Comments 2
Alex M
QuickBooks Team

How do I look up 2023 banking transactions

Hi there gaias_worship-li,

 

Thanks for reaching out about prior bank transactions. QuickBooks Online is a great tool able to assist in keeping track of sales and expenses so you can see the profit of your company. I can provide some information about importing prior transactions.

 

To import transactions from a period earlier than what QuickBooks Online can fetch using the bank connection, you would need to import it using the steps outlined in this article.

 

If you have any other questions, feel free to reach out here.

SIAB
Level 4

How do I look up 2023 banking transactions

@gaias_worship-li 

You can use MT Online or one of the converter tools with a one time license (e.g csv2qbo @ $60) as a workaround.
https://www.moneythumb.com/?ref=110

 

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