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dmedlen69-dm-gma
Level 1

Can I pull prior year transactions for tax purposes?

From my bank transactions.
2 Comments 2
ZackE
Moderator

Can I pull prior year transactions for tax purposes?

Thanks for joining the Community, dmedlen69-dm-gma.
 

You can pull up transactions from prior years on your Banking screen.
 

Here's how:

  1. In the left navigation bar, go to Banking.
  2. Access your Banking tab, then use its Calendar (📅) drop-down.
  3. Enter an appropriate date range.
  4. Select Apply.

 

If you're referring to importing transactions from prior years into your books, you can do so by manually uploading them. First, you'll need to choose a start date. Knowing the appropriate date will help you avoid entering duplicates.

 

You can verify the date of your oldest existing transaction in the account through your chart of accounts:

  1. In the left navigation bar, go to Accounting, then Chart of accounts.
  2. Find the account you're working with.
  3. Click View register.
  4. Locate your oldest transaction in the account and write its date down. Usually, this will be your opening balance.

 

Once you have the start date, you can get transactions through your bank's website, then import them.
 

I'll be here to help if there's any additional questions. Have a wonderful day!

Fiat Lux - ASIA
Level 15

Can I pull prior year transactions for tax purposes?

@dmedlen69-dm-gma 

Another option, utilize MT Online. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

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