You'll have to manually upload your bank transactions to keep your financial data updated for the whole year, knjtanner. I'm here to guide you through the process.
When you connect your bank and credit card accounts, some will let you download the last 90 days of transactions and others can go back as far as 24 months. In your case, you're only provided the last 90 days, which is why you're only seeing entries from mid-June onward.
To complete your data from January to mid-June, 2024, you'll have to upload your transactions manually. Start by identifying the oldest existing one currently in the account to avoid duplicates. Here's how:
- Go to Settings or the Gear icon and select Chart of accounts.
- Find the account you want to upload the transactions into and then, select View register.
- Locate the oldest transaction, then write down the date. Usually, the oldest transaction is the opening balance.
After that, get the transactions from your bank and review the file. Then, go ahead and upload them to your QuickBooks Online (QBO) account. For the Step-by-step guide, please see this article: Transfer file into QuickBooks Online.
Once you obtain all your bank records, review and categorize them. Then, reconcile your accounts so they always match your monthly statements.
Moreover, did you know we have a QuickBooks Live Expert Assisted team ready to help you sort your transactions? I encourage you to explore their services today.
Stay in touch if you have other banking concerns or need further assistance managing finances in QuickBooks. We're always here to help.
