Thank you for posting in the Community, @graeme-robertson. I’ll share some information about going back in time and provide a way on how you can match transactions from previous years.
The option to go back to the date when your business started is currently unavailable in QuickBooks. As a workaround, you can import it via web connect. Let’s start by downloading your bank statement from your online banking. You’ll need to save it as CSV file format to import it into your QuickBooks account
Here's how:
- Go to the Gear icon and select Import Data under Tools.
- Choose Bank Data and click Drag and drop or select files to upload a file.
- Click the Next button at the bottom right.
- Select an account in the drop-down menu under QuickBooks Account. Then, click Next.
- Please know that your CSV file needs to be properly formatted to prevent any error.
- Follow the prompts to select columns from the CSV file that matches QuickBooks Online banking fields
- Click Next, then select Let's go! (or Finish).
On the other hand, if you're trying to add last years' transactions such as Sales Receipt, Expense, and others, you'll need to manually add them into your bank register. Here's an article you can read more about the process: Manually upload transactions into QuickBooks Online.
To ensure all entries are accounted for correctly and with no duplicates, you can categorize and match them. From there, you can compare the bank transactions that you downloaded.
Once everything is settled, you can then reconcile them to ensure your books are accurate.
I'll be around if you still have questions about banking or bank transactions. Just drop them in the comment section below, and I'll be happy to answer them for you. Take care.
