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remediphysio-gma
Level 1

I've just joined QB to do my accounts for 6 Apr 2022 to 5 Apr 2023 Tax Year, but QB has only imported bank transactions back to January 2021. How do I get the rest in?

I need to bring in my transactions from 6 Apr to end of 2022 also
2 REPLIES 2
MariaSoledadG
QuickBooks Team

I've just joined QB to do my accounts for 6 Apr 2022 to 5 Apr 2023 Tax Year, but QB has only imported bank transactions back to January 2021. How do I get the rest in?

I'll guide you on how you can bring your transactions, remediphysio.

 

QuickBooks downloads transactions up to a specific date once you connect your bank and credit card accounts. Some banks download the last 90 days, while others allow up to 24 months. 

 

You can manually download some of your transactions from the 6th of April to the end of 2022 from your bank, and upload them to QuickBooks Online (QBO).

 

To get transactions from your bank:

 

  1. Sign in to your bank or credit card's website.
  2. Follow the instructions on how to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. Make sure the date range for the download begins at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

To manually upload the transactions:

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Select the Link account dropdown and then Upload from file.
  4. Select Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you would like to import. Then select Continue.
  8. Select Yes.
  9. When you've accepted your transactions, select Done.

 

To give you more information and detailed steps about the process of how you can upload transactions, I've added this article for more details: Manually Upload Transactions Into QuickBooks Online.

 

After QuickBooks downloads the latest transactions, it tries to match them with those transactions you've already entered into your QuickBooks account. To learn more on how you can categorize them, go through this article for your guide: Categorise And Match Online Bank Transactions In QuickBooks Online.

 

Let me know if you have any questions about bank transactions. I'd be happy to help.

Fiat Lux - ASIA
Level 15

I've just joined QB to do my accounts for 6 Apr 2022 to 5 Apr 2023 Tax Year, but QB has only imported bank transactions back to January 2021. How do I get the rest in?

@remediphysio-gma 

Another option, explore one of the converter tools (e.g csv2qbo)

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

 

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