cancel
Showing results for 
Search instead for 
Did you mean: 
tgordon1
Level 1

How do I retrieve credit card transactions from last year (2019) ? I started using Quickbooks Online this year and Quickbooks only imported the transactions this year,

 
Solved
Best answer September 18, 2020

Best Answers
Joseph_A
QuickBooks Team

How do I retrieve credit card transactions from last year (2019) ? I started using Quickbooks Online this year and Quickbooks only imported the transactions this year,

Let me guide you on how you can retrieve your credit card transactions from last year, @tgordon1.

 

 You can download older statements for that credit card from your financial institution's website. The process in doing this vary based on the bank you're using. 

 

Once you've got the credit card transactions you need, you can upload them to your QuickBooks Online:

  1. On the left navigation pane, go to Banking.
  2. On the Banking page, click the Update drop-down then select File Upload.
  3. Click Browse and select the CSV file you downloaded.
  4. Follow the on-screen instruction to complete the process.

For more information with the steps and how you can categorize the transactions after the upload. Refer to this article: Manually upload transactions into QuickBooks Online.

 

Comment below if you have additional questions. I'll be happy to assist you further.

View solution in original post

3 Comments
Joseph_A
QuickBooks Team

How do I retrieve credit card transactions from last year (2019) ? I started using Quickbooks Online this year and Quickbooks only imported the transactions this year,

Let me guide you on how you can retrieve your credit card transactions from last year, @tgordon1.

 

 You can download older statements for that credit card from your financial institution's website. The process in doing this vary based on the bank you're using. 

 

Once you've got the credit card transactions you need, you can upload them to your QuickBooks Online:

  1. On the left navigation pane, go to Banking.
  2. On the Banking page, click the Update drop-down then select File Upload.
  3. Click Browse and select the CSV file you downloaded.
  4. Follow the on-screen instruction to complete the process.

For more information with the steps and how you can categorize the transactions after the upload. Refer to this article: Manually upload transactions into QuickBooks Online.

 

Comment below if you have additional questions. I'll be happy to assist you further.

View solution in original post

tgordon1
Level 1

How do I retrieve credit card transactions from last year (2019) ? I started using Quickbooks Online this year and Quickbooks only imported the transactions this year,

Thank you for the quick response.  Manual upload.  That resolves this issue.

JessT
QuickBooks Team

How do I retrieve credit card transactions from last year (2019) ? I started using Quickbooks Online this year and Quickbooks only imported the transactions this year,

I'm happy to hear that my colleague was able to help you out, tgordon1!

 

If you have more questions about online banking or anything about QuickBooks, feel free to reach back out.

 

You can also check our video tutorials related to banking for your additional reference. Have a great weekend!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us