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stephiep2011@gma
Level 1

I just enrolled for statement auto import. March & April imported but I still need January and February. Why didn't they import?

 
2 Comments 2
plung
Level 6

I just enrolled for statement auto import. March & April imported but I still need January and February. Why didn't they import?

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

(link removed by moderator)

 

Rea_M
Moderator

I just enrolled for statement auto import. March & April imported but I still need January and February. Why didn't they import?

I know why your older transactions didn't automatically import to QuickBooks Online (QBO), Stephie. I'll discuss it below and guide you on how you can keep your financial data updated.

 

Your financial institution will only import the last 90 days of transactions to QuickBooks, which is why your January and February data aren't included. You'll have to manually upload them to keep your account accurate.

 

Start by picking a start date. You need to know the date of the oldest existing transaction currently in your account to avoid duplicates. Here's how:

 

  1. Select Chart of accounts from Settings or the Gear icon.
  2. Find the account you want to upload the transactions into. 
  3. Click View register.
  4. Find the oldest transaction, then write down the date. Usually, the oldest transaction is the opening balance.

 

After that, download a CSV file of your transactions from your bank. Make sure it's in the correct format before you upload it to QuickBooks.

 

When everything is all set, upload those transactions by following these steps:

 

  1. Go to the Transactions menu, then select Bank transactions.
  2. Choose the blue tile for the account you want to upload the transactions into.
  3. Select the Link account dropdown, then select Upload from file.
  4. Click Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, select Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you like to import. Then click Continue.
  8. Click Yes, then Done.

 

For the complete guide, you can check out this article: Manually upload transactions into QuickBooks Online.

 

Once you obtain all your needed transactions, review and categorize them. Then, reconcile your account so it always matches your monthly statements.

 

You can always get back to this thread if you have other banking concerns or questions about managing your transactions in QBO. The Community is always ready to help you out.

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