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Level 1

How do you manually upload older bank statements?

I have uploaded all my bank statements except for 3 months that are too old. How do I get them into quickbooks?
4 Comments
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QuickBooks Team

How do you manually upload older bank statements?

Hi there explore,

 

I'm so pleased to hear that you've been using the bank feeds to bring your transactions directly from your bank into QuickBooks Online. This is one of my favourite features in the program because it makes the reconciliation process so much easier. Let me go over how you can bring those remaining 3 months of transactions into QuickBooks as well!

 

When you need to get older transactions from your bank, you can upload them manually as a .CSV file from your financial institution. The steps below explain exactly how to do that:

 

  1. Make note of the oldest transaction that has already been pulled into the bank feed. When you download the transactions from your bank you'll want to make sure you don't bring in duplicate transactions.
  2. Download the transactions from your bank's website. Every bank is a little different, but you should be able to find the steps to download your statements fairly easily. Once you've downloaded the .CSV or .QBO file, make sure you save it somewhere that's easy to locate later.
  3. Start the import to QuickBooks Online. Navigate to the Banking or Transactions tab on the left. Select the blue tile for the account that you want to upload the transactions for. Using the drop down next to Link account, choose Upload from file. Browse for the file that you saved earlier and follow the prompts to upload the transactions.

 

Once your file has uploaded, you'll be all ready to categorize or match your transactions. For a more detailed step-by-step guide on manually uploading transactions, please refer to the article below:

 

 

If you do happen to run into duplicate transactions after following this process, it's an easy fix. Select the duplicate transactions from the feed and choose Exclude. This moves these transactions from the For review tab to the Excluded tab. If at any point you want to bring them back to be categorized, simply select Undo to the right of the excluded transaction. 

Uploading those remaining older transactions is an easy process. I know you'll have them categorized in no time!

Highlighted
Level 1

How do you manually upload older bank statements?

Thanks, however we've done all that and those 3 months do not upload, as they are too old.  I think I have to actually enter each transaction individually.  Just not sure how to start doing this.

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Level 14

How do you manually upload older bank statements?

Highlighted
QuickBooks Team

How do you manually upload older bank statements?

Hello again, explore.

 

I want to make sure you're able to get on track with uploading your older transactions into QuickBooks Online. When you initially connect the account in the Banking area of the software, the program is typically able to bring in 90 days of transactions, but that also depends on the bank's setup with us. For older transactions, there are additional steps you can take.

 

The steps that Rebecca outlined for navigating to the banking website to download a file to upload into QuickBooks should work to bring in those older transactions, so if you're having trouble with that, please feel free to elaborate so we can take a look at what's going on.

 

If you mean to say that your bank's website doesn't offer you the option to download files with transactions from the period you're looking for, I recommend checking in with your bank to see if there's another way you can get a file from them. You can also check if you bank has a specific section for your monthly statements, which may offer you more download options. I just had a user yesterday who was able to successfully load transactions into their books by going to their banking website's statements section, then downloading the OFX file type to load into QuickBooks.

 

Otherwise, manually entering the transactions is the other option to consider. I've pulled a few articles for your reference that cover some of the basic transaction types you can use for customer and suppliers.

I'll keep an eye on this thread in case you need a hand with the bank's file or anything else.