Hi, I have just connected our bank account to quickbooks, I imported from 1/11/19. I now want to get transactions from 1/4/19 but can't see how to go further back?
Hi, I have just connected our bank account to quickbooks, I imported from 1/11/19. I now want to get transactions from 1/4/19 but can't see how to go further back?
Hi, I have just connected our bank account to quickbooks, I imported from 1/11/19. I now want to get transactions from 1/4/19 but can't see how to go further back?
Hi Jim,
Thanks for your post. You can backdate your account as far as you need using the Import Tool (Cogwheel > Import data > Bank data) to upload CSV files of downloaded bank statements.
Once imported, these will appear in the For-Review feed of the live bank account ready to be reviewed. :)
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.