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Level 1

How to upload less than 90 days of trans

Hi,

Our fiscal year begins in July, and we just got quickbooks, but we already reported our GST up to december, thinking we do not want 90 days of transactions - only 30 - how can we get just 30 days of trans?

1 Comment
QuickBooks Team

How to upload less than 90 days of trans

Hi bottleknows,

 

If you're connecting your bank account to download your transactions, by default, it downloads your transactions in the last 90 days. However, you can just select the transactions you want to add in the last 30 days, and then exclude the other transactions.

 

If you're bank is not connected, you can down your transactions in 30 days and upload them to QuickBooks. 

 

Feel free to comment below if you need more help.