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Is there a way to add income and expenditure from several months ago?

 
1 REPLY 1
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QuickBooks Team

Is there a way to add income and expenditure from several months ago?

You've come to the right place, @mapfitness.

 

Yes, you can import your old transactions in QuickBooks using a CSV file. Let's first download your bank transactions. Then make sure that it meets the file format so it will be imported successfully.

  • Special characters are not allowed.
    • Do not use characters such as #, %, and & anywhere in the file.
    • Do not use ( ) for negative amounts (use -234, not (234) for negative figures).
    • Do not include currency symbols ($234 should be 234).
    • Do not use commas to separate thousands (2, 111 should be 2111).
  • Zeros (0) are not allowed anywhere in the file ($0 should be left blank).
  • There isn't an option to mark pound (£) and dollar ($) sign when importing transactions. Instead, you need to manually convert the amount before you upload it to QBO. 

Also, you’ll need to delete the two zeroes entered in the decimal places. Here's how your file looks like when it's ready:

 

3 columns

User-added image

 

4 columns

User-added image

 

Once verified, you can re-import your transactions following the correct format. You can use these articles for more detailed steps in importing your transactions:

Also, here are some articles to help review your bank and credit card transactions:

Leave your comments below if you have other questions. I'm always here to help.