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DDBG2019
Level 1

number of years of bank statements can I download in Self Employed

I will need to import 3 years of bank account statements (2020, 21 & 22) into QuickBooks Self-Employed...will the QB SE version do that?

Thanks
Matt

2 Comments 2
4Gal
Level 11

number of years of bank statements can I download in Self Employed

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

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

 

CharleneMaeF
QuickBooks Team

number of years of bank statements can I download in Self Employed

Yes, DDBG2019. QuickBooks Self-Employed (QBSE) allows you to import older transactions.

 

We have a two-step process when adding three years' worth of transactions in QBSE. Firstly, you must export the transactions from your bank and then import them into the program using your laptop or desktop. Please that you can add transactions as far back as January 1, 2014.

 

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

 

  1. Go to Transactions.
  2. From the Account: All drop-down menu, select the account you plan to upload transactions into.
  3. From the Date drop-down menu, select All.
  4. Choose the Date column header to sort the list by date.
    Capture.PNG
  5. Take note of the oldest transaction date in the account.

 

 After that, you can export the transactions from your bank:

 

  1. Sign in to your bank’s website.
  2. Follow your steps to download your transactions as a CSV file. It is usually a button or link on your account page.
  3. Set the date range for at least one day before the oldest transaction in the account in QuickBooks.
  4. Follow any on-screen instructions to finish the download.

 

 Once done, import the transactions by following these steps:

 

  1. Go to the Settings icon and then select Imports transactions.
    1.PNG
  2. Choose Import older transactions for the account you want to add transactions to.
    2.PNG
  3. Select Browse and find the file you downloaded from your bank. 
    3.PNG
  4. Click the file and select Open to start the import.
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  6. Hit Continue to complete the import.

 

When it's finished, your older transactions will be in QuickBooks, DDBG2019. Please keep us posted if you need additional assistance managing your bank data.

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