How can i import older transactions from the beginning of the year?

Let me share some information about importing transactions into your account,completelycrafti.

When connecting to Online banking, QuickBooks Online (QBO) automatically downloads the bank transactions for the last 90 days (or more). However, if you want to download the older bank statement you can use web connect which is you manually download it into your QuickBooks Online account. Here's how:

Pick a date range

To prevent duplicate transactions, make sure you don't import an existing transaction that is already recorded in QuickBooks, you'll need to get the date for the oldest transaction in your account.

1. Go to the Gear icon, then select Chart of Accounts.
2. Look for the bank or credit card account you want to upload more transactions into, then click the View register on the account section.
3. Scroll down to the bottom of the list.
4. Write down the date of the oldest transaction.

Download transactions from your bank

1. Sign in to your bank or credit card’s website.
2. Follow the bank’s instructions on how to download transactions to your computer. Some banks call this WebConnect.
3. Make sure to filter the date range for the download is at least one day before your oldest transaction.
4. Download your transactions.
5. Save the file somewhere you can easily find it.

For more steps, you can visit this link: Manually upload transactions into QuickBooks Online.

You can also import bank transactions into QBO using Excel CSV (comma-separated values) files. Just refer to this article for the steps and details: Import bank transactions using Excel CSV files.

We'll be right here if you need further assistance in managing your bank transactions. Have a great day!

@completelycrafti 

Utilize the SlickConnect

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

What if you want to go back to the beginning of the account (like 5 years)? You have bank statements but are not able to download a CSV for transactions older than 24 months. Is the only option to do it manually?

Thanks for joining the thread, @RealEstateMom.

If you can only download 24 months of banking transactions from your bank's website, I suggest reaching out to them. They can provide you with five years worth of bank statements. This way, you can manually upload them into QuickBooks using a CSV file.

Once you have your files, follow these steps to import them into the Banking page:

1. Go to Transactions and click Bank transactions.
2. Select the blue tile for the account you want to upload the transactions into. Then, click the Link account▼ drop-down list and select Upload from file.
3. Choose Drag and drop or select files and select the file you downloaded from your bank. Then, click Continue.
4. From the QuickBooks account▼ drop-down menu, choose the account you want to upload the transactions and select Continue.
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and click Continue.
6. Choose the transactions you need to import, then select Continue.
7. Click Yes and then Done to upload your banking data.

Please note that there's a 1,000-line limit per upload and the maximum file size is 350 KB. If your file size is too big, you can shorten the date range and download transactions in smaller batches. 

For additional reference, you can check out this article: How to manually upload transactions from your bank or credit card in QuickBooks Online.

Once your transactions are in, you can now categorize them. Then, reconcile your accounts to ensure they match your bank statements.

Please let me know if you have further questions about importing bank transactions into QuickBooks. I'll be here to share more info and guide you through the process.

@RealEstateMom 

Your bank statements in PDF file format?