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info-olicious-ne
Level 1

My bank account connection was lost. When I reconnected it a few months later it is not importing older transactions. How do I import older transactions automatically?

 
2 Comments 2
ChristineJoieR
QuickBooks Team

My bank account connection was lost. When I reconnected it a few months later it is not importing older transactions. How do I import older transactions automatically?

Since automatic importing transaction is unavailable in QuickBooks Self-Employed. @info. We need to do it manually.

 

It takes two steps to add older transactions. Using your laptop or desktop, you must export the transactions from your bank and import them into QuickBooks.

 

Before you get transactions from your bank, check which ones are already in QuickBooks to avoid duplicates.

 

  1. In QuickBooks Self-Employed, go to Transactions.
  2. From the Account: All drop-down menu. Choose the account you plan to upload.
  3. From the Date drop-down menu, select All.
  4. Select the Date column header to sort the list by date.
  5. Take note of the oldest transaction date in the account.

 

To avoid issues when importing bank entries, use a CSV file and map the transactions. The steps below will guide you through the process.

 

Create the CSV file using any of these two worksheet formats.

 

 

 

Once done, import bank transactions using a spreadsheet. The steps are simple and easy. Refer to them below:

 

  1. Click the Gear icon and choose Imports.
  2. For connected accounts, click the Import older transactions link. 
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Press Continue and Done.

 

I'm adding a few related articles below to guide you further with the process:

 

 

Please keep me informed of the outcome. I'll be waiting here if you need anything else, and I want to ensure the entries imported successfully. Enjoy the remainder of your day!

Fiat Lux - ASIA
Level 15

My bank account connection was lost. When I reconnected it a few months later it is not importing older transactions. How do I import older transactions automatically?

@info-olicious-ne 

Another option, use one of the converter tools (e.g csv2qbo) as a workaround.

https://www.moneythumb.com/?ref=110

 

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