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jhail123
Level 1

I missed downloading transactions for a year and a half (because new baby + pandemic) and I can't get .csv from bank. It's too long ago. How do I enter them myself^

And sorry my keyboard won't do question marks! The date range is Jan 2020 to August 2021...
I'm a small biz owner, not a bookkeeper, so please include details on what goes where. Thanks!!
2 Comments 2
JamesM4
QuickBooks Team

I missed downloading transactions for a year and a half (because new baby + pandemic) and I can't get .csv from bank. It's too long ago. How do I enter them myself^

Hello jhail123,

 

Congrats on the baby! I'll be happy to assist you so you're on the right track with your work. QuickBooks Online enable you to get your work done faster using the dynamic features offered in the program.

 

The good thing about QuickBooks is that it allows you upload your transactions with ease. I encourage you to check out this article for help with connecting your bank or credit card accounts to QuickBooks Online: Connect bank and credit card accounts to QuickBooks Online.

 

If you've already connected your bank and you're just looking to upload the transactions manually, here's a helpful article that shows you how to Manually upload transactions into QuickBooks Online.

 

Let me know if this info helps by leaving a comment below. I'll be one message away in case you have other questions. 

Fiat Lux - ASIA
Level 15

I missed downloading transactions for a year and a half (because new baby + pandemic) and I can't get .csv from bank. It's too long ago. How do I enter them myself^

@jhail123 

Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

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