Let's get started on this right away, @ryan164. I'll share details on how you can upload previous transactions from your bank to QuickBooks Online.
Before we start, may I ask what's your banking institution? May I know if you receive a specific error while doing the process?
We need to import the banking transactions if you need to transfer all the previous files. This way, we need to choose the file date to upload in this process.
Please follow the procedure below:
- From the Banking tab, go to the Banking section.
- Select the Link account ▼ dropdown and then Upload from the file.
- Select files and then choose the file you downloaded from your bank. Then select Continue in the QuickBooks account ▼ dropdown.
- Select the account you want to upload the transactions. Then select Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
- Select the transactions you would like to import. Then select Continue.
- Select Yes.
- When you accept your transactions, select Done.
For additional insights, let me show you a glimpse of this article that will guide you on uploading your banking transaction manually.
Once done, you are now ready to reconcile your books. Here's an article that you can refer to for your future reference: Reconcile an account in QuickBooks Online.
There you have it, @BMXTransInc. Notify us again if you require more assistance.
