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csistx-gmail-com
Level 1

I started using quickbooks a year and a half after starting business and the data does not import the information from bank from it's start date is there a way to do that

Need to import bank statement prior to starting paying for quickbooks
1 Comment 1
AileneA
Moderator

I started using quickbooks a year and a half after starting business and the data does not import the information from bank from it's start date is there a way to do that

You can manually upload the prior transactions from your bank into QuickBooks Online, csistx.

 

When you connect your bank account to QuickBooks Online, it automatically downloads the last 90 days' worth of transactions into your QuickBooks Online account. To get the prior transactions, you can import them manually.

 

To upload the transaction into the program, here's how:

 

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

 

For more details about the process, you can refer to this article: Manually upload transactions into QuickBooks Online. 

 

Once everything's imported, categorizing and matching your entries is important to ensure they're accounted for correctly and to prevent duplicates. Then, reconciling them will help ensure your books are accurate. 

 

I'll be around if you still have questions about banking or bank transactions. Just drop them in the comment section below, and I'll be happy to answer them for you. Take care, and have a nice day ahead!

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