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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
claire15
Level 1

My statements only go back as far as June. How do I input transactions prior to this? i.e- from April

 
1 REPLY 1
JamesC
QuickBooks Team

My statements only go back as far as June. How do I input transactions prior to this? i.e- from April

Hello claire15.

 

Thank you for joining us on the UK Community page for QuickBooks.

 

The best way to get this prior data - is to download a .csv of the transactions from your Online Banking; and upload this spreadsheet into the banking section using our upload function.

 

When you have downloaded the file from your bank, follow the instructions in this link to upload them to QuickBooks Online: https://quickbooks.intuit.com/learn-support/en-uk/banking/import-bank-transactions-using-excel-csv-f...

 

Please do not hesitate to comment if you have any problems with doing this.

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