Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Hey there, sandra-randall20.
Importing previous statements with the correct date range is quick and easy. Allow me to show you how.
You can manually bring in the previous statements with the correct date range into QuickBooks Online and exclude the duplicate transactions.
Step 1: Pick a date range:
Step 2: Download transactions from your bank:
Any duplicates you may see can be excluded as shown below.
You can also, if the option to select a previous date range is not available, (some banks only allow a download so far back) manually download the transactions in the dates you would like from the bank's website, save to your pc as a CSV and then upload them into Quickbooks. More details on that can be found in this article: Manually upload transactions into QuickBooks Online.
That's it! I'll be around to help if you need additional assistance with importing your transactions into QuickBooks. Have a great rest of your day.
Hey there, sandra-randall20.
Importing previous statements with the correct date range is quick and easy. Allow me to show you how.
You can manually bring in the previous statements with the correct date range into QuickBooks Online and exclude the duplicate transactions.
Step 1: Pick a date range:
Step 2: Download transactions from your bank:
Any duplicates you may see can be excluded as shown below.
You can also, if the option to select a previous date range is not available, (some banks only allow a download so far back) manually download the transactions in the dates you would like from the bank's website, save to your pc as a CSV and then upload them into Quickbooks. More details on that can be found in this article: Manually upload transactions into QuickBooks Online.
That's it! I'll be around to help if you need additional assistance with importing your transactions into QuickBooks. Have a great rest of your day.
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.