A warm welcome to you here in the Community, @aageventsuk. I'm here to help ensure you'll be able to add your last year's transactions.
If you're trying to add last year's bank transactions, you have the option to import it via web connect. First, you'll need to download your bank statement from your online banking. Then, save it in a Comma-Separated Value (CSV) file format and import it into your QuickBooks account.
Here's how:
1. Click the Gear icon at the top right.
2. Select Import Data under Tools.
3. Choose Bank Data.
4. Select a file to upload by clicking the Browse button.
5. Click the Next button at the bottom right.
6. Select an account in the drop-down menu under QuickBooks Account. Then, click Next.
Note: Your CSV file must be formatted correctly. Otherwise, you'll receive an error message.
7. Follow the prompts to select columns from the CSV file that matches QuickBooks Online banking fields.
8. Click Next. Then, select Let's go! (or Finish).
Once done, you can add and match downloaded bank transactions.
On the other hand, if you're trying to add last year's transactions such as Sales Receipt, Expense, and others, you'll need to manually add these transactions to bank register.
Don't hesitate to message us again if you need anything else. We'll be delighted to help.
