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boardofwgh
Level 1

I just imported three bank accounts at startup of my nonprofit but i hit the enter button too quickly and it imported 01/01/2025 to now but I needed it to import 01/01/24

I need the whole 2024 banking to be added but cannot figure out how

1 Comment 1
MichaelaS
QuickBooks Team

I just imported three bank accounts at startup of my nonprofit but i hit the enter button too quickly and it imported 01/01/2025 to now but I needed it to import 01/01/24

You can download your 2024 transactions from your bank's website and manually upload them to QuickBooks Online (QBO), Board.

 

To get the transaction from your bank, here's how:

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions to download CSV files of your transactions to your computer, as every institution has different steps.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions and save the file somewhere you can easily find it, like your computer's desktop.

 

Once you've successfully downloaded a CSV file, you can open it and check if it has the correct format before you upload it. Refer to this resource for more details: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Next, manually upload the transactions:

 

  1. Go to the Banking menu.
  2. Select the blue tile for the account you want to upload the transactions.
  3. Click the Link account dropdown, then Upload from file.
  4. Hit Browse, then select the file you downloaded from your bank. Then Next.
  5. From the QuickBooks account dropdown, select the account you want to upload the transactions into. Then Next.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then Next.
  7. Select the transactions you would like to import. Then select Next.
  8. Hit Yes. When you're ready, select Let's Go.

 

Please note that you can either retain the 2025 transaction or exclude it if it's unnecessary. For your reference, you can review this article for a complete guide: Manually upload transactions into QuickBooks Online.

 
Once your bank statement matches with QuickBooks, you can begin the transactions to ensure they are assigned to the correct accounts: Categorize online bank transactions.

 

Whenever you need assistance with the task process or guidance on what to do next, feel free to collaborate with our QuickBooks Live Expert Assisted Team. These specialized professionals can help you with anything you need for your business.

 

Feel free to reply below if you need further assistance adding older bank transactions in QBO. We're always here to back you up as much as we can.

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