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Memorial Day Sale 90% OFF QuickBooks for 3 months.* Limited time only
Buy now & saveI linked my bank account but can only see last years profits and loss. I want the two prior years profits and loss as well
To see prior years' transactions in your Profit and Loss report, you'll need to import these transactions into your QuickBooks Online Solopreneur account, @rbe406. Allow me to show you how.
To begin with, to access your prior year's transactions, you'll have to download these to your bank's website. Follow your bank's instructions on how to download CSV files of your transactions to your computer.
Once you have the file, you can now import the transactions into Solopreneur.
Here's how:
Once you've completed these steps and successfully imported your transactions, you'll need to categorize them before running a Profit and Loss report for accurate reporting.
Don't hesitate to return to this thread if you have more questions about importing your prior transactions to QuickBooks Solopreneur. I'll be around to assist you. Have a great day!
Can you do download any file format from your bank manually? You can use csv2qbo converter tool as a workaround.
https://www.moneythumb.com/?ref=110
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