Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
TemescalGC
Level 1

how to import bank transactions from last year

I set up to have my bank feed connect starting Jan 1 2024.  But now I would like add all 2023  How do I do that?

2 Comments 2
4Gal
Level 11

how to import bank transactions from last year

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

 

SarahannC
Moderator

how to import bank transactions from last year

Hello there, TemescalGC.

 

When you connect your bank account to QuickBooks, the bank typically provides 90 days' worth of transactions. If you need to access transactions older than that, you can manually import them using a CSV file. 

 

Log in to your bank's website. Then, download your transactions in a CSV file. Once that's completed, we can proceed with the following steps to import them into QuickBooks. Here's how:
 

  1. Go to the Transactions menu.
  2. Within the Banking tab, click the Link account drop-down arrow. Then, select Upload from file.
  3. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. 
  5. Follow the on-screen instruction to complete the process.
     

You can refer to this article for further guidance: Manually Uploading Transactions into QuickBooks Online.

 

Additionally, you can refer to these articles when reconciling your accounts in QuickBooks:

 

 

If you have more concerns about connecting accounts and handling transactions, please know that I'm here to help you.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us