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jus2express-gmai
Level 1

How do I get transactions transferred over from bank account that was from all of last year? The transfer only included this years transactions

I am trying to do profit loss statement for the year 2023 but my transactions from last year were not transferred over into Quickbooks from my bank account.
3 Comments 3
acct_rakib
Level 1

How do I get transactions transferred over from bank account that was from all of last year? The transfer only included this years transactions

Hello, you're required to manually input your transactions from the CSV bank statement for the past year. Remember to align the previous balance with the current starting bank feed balance to maintain accuracy.

RhoiceW
QuickBooks Team

How do I get transactions transferred over from bank account that was from all of last year? The transfer only included this years transactions

Thank you for reaching out to the Community, Jus. I'm here to help you manually add your transactions to QuickBooks Online (QBO).

 

As mentioned by acct_rakib, you need to manually import your transactions from last year as a CSV file. You can request a copy of your transactions from your bank. Once you have it, you can upload it manually. I can provide you with detailed instructions to guide you through the process.

 

Here's how:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select the blue tile for the account you want to upload the transactions.
  3. Click the Link account▼ dropdown, then hit Upload from file.
  4. Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
  5. Click the account you want to upload the transactions in the QuickBooks account▼dropdown. Then, select Continue.
  6. Tick the transactions you like to import. Then select Continue.
  7. Tap Yes, then tick Done.

 

Here's an article you can visit for detailed instructions on how to manually upload transactions into QuickBooks Online.
 

Before you import your transaction, please ensure the data is in the correct format.

 

In addition, I've included some resources that you can help categorize and review your online banking transactions in QuickBooks:

 

 

Furthermore, I'll also share this article for your reference if you want to learn how to match your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online

 

Feel free to comment if you have more concerns about running your reports, or any other related concerns in QuickBooks. I'm always here to help.

4Gal
Level 11

How do I get transactions transferred over from bank account that was from all of last year? The transfer only included this years transactions

@jus2express-gmai 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround

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

 

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