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camillerobinson3
Level 1

How can I add my 2019 transactions to my Self-Employed quickbooks account? It only automatically added from 2020

 
1 Comment 1
Catherine_B
QuickBooks Team

How can I add my 2019 transactions to my Self-Employed quickbooks account? It only automatically added from 2020

Let me help you manually add older transactions, camillerobinson3.

 

The first time you connect your bank, your recent transactions download automatically. To add older ones, you'll just have to go to your bank website and download the transactions from there. Then, save it on your computer through a CSV file format.

 

Afterward, follow these steps on how to import it to QuickBooks: 

 

  1. Click the Gear icon at the upper-right and select Imports.
  2. Under the bank, click Import older transactions under the ACTION column.
  3. Click Browse and open the CSV file you saved. 
  4. Map the fields and make sure the column name matches what's in it. If not, select the column name to change it.
  5. Click Continue and then Done.

Feel free to use these links that will help you manage your transactions: 

 

Let me know if you have other questions. I'll be around the corner to keep an eye on your reply. Take care and have a great day!

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