How do I go back to 2021 and import transactions for prior years? Somehow the banks were disconnected and the amounts are not correct?

This doesn't get the previous things imported. This is saying to go back into MY computer and get the transactions. Why didn't it import them in 2021? I have the same bank accounts now as I did then. I want to know why it does not import them, and now that I am doing previous year taxes, I need the info. 

I reconnected the bank, it is the same bank account which never uploaded it in 2021. It is asking me for a file from MY computer. How can I import them from MY BANK, not my computer. I need the figures for quick books. How in the world would I transport all of those transactions???

Hi there. Thanks for the additional details. I'm here to share some insights on how you can import your transactions to QuickBooks Self-Employed (QBSE).

As my colleague @Ethel_A mentioned above, once you reconnect your bank to QuickBooks Online, the ability to import past transactions beyond 90 days will depend on your specific bank's policies and the data they make available. While QuickBooks generally allows for the import of the most recent 90 days of transactions, some banks may provide access to a more extended transaction history.

Since your old transactions were not uploaded, I recommend using a CSV file to upload those transactions into QuickBooks manually. This will allow you to reflect your historical financial data accurately. You can follow the steps provided above. 

I added articles about handling your banking, taxes, tracking, and logging data. 

• Help Articles
• Banking

Please return to our forum for other questions or clarifications about your bank transactions. I'm always here to help. Have a nice day!

I basically need to do the same thing for transactions tracked in excel for 6/14/2020 through the oldest transactions currently in my clients Simple Start company file which has none of the activity prior to December 2022 when they changed their name but I need all the transactions that occurred since the entity commenced business on 6/15/2020 and didn’t import these transactions when they first got their QBO account. I am assigned as an accountant user and want to make sure the old transactions are imported correctly into QBO Simple Start. Please help! Thanl you! Diana [removed]. CPA 

[email address removed] 

I see the importance of importing all the old transactions into your client's QBO Simple Start company, Diana.

Does changing their name affect the prior transactions that you want to import in QuickBooks? Can you share more details about it? This helps me check more resources and provide further information.

As an accountant user, you can manually import them using the correct mapping. To begin the process, gather the transaction data for the appropriate period from the Excel file. Then, carefully review and validate the data to ensure its accuracy.

You can choose between two formats when importing old transactions. In the 3-column format, there is an additional Amount column, while the 4-column format includes separate Credit and Debit columns.

3-column format:

4-column format:

After completing the process of mapping the old transactions, you can proceed with the following steps to bring them into QuickBooks.

1. Sign in to your QBOA account and access your client's QuickBooks account.
2. Navigate to the Bookkeeping or Transactions menu.
3. Within the Banking tab, locate and click on the drop-down arrow next to the Link account.
4. Choose Upload from file.

I'm sharing these two articles that emphasize the significance of monthly account reconciliation in QuickBooks. They provide guidance on comparing bank statements with QuickBooks records, resolving discrepancies, and generating reconciliation reports.

• Categorize and match online bank transactions
• Learn the reconcile workflow in QuickBooks

Stay in touch if you have more concerns about bringing historical transactions to your client's account. I'm here to ensure that your experience in handling transactions in QuickBooks is seamless and hassle-free.

@DianaValaCPA 

You can use MT Online or one of the converter tools with a one time license (e.g csv2qbo @ $60) as a workaround.
https://www.moneythumb.com/?ref=110