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Hello, you're required to manually input your transactions from the CSV bank statement for the past year. Remember to align the previous balance with the current starting bank feed balance to maintain accuracy.
Thank you for reaching out to the Community, Jus. I'm here to help you manually add your transactions to QuickBooks Online (QBO).
As mentioned by acct_rakib, you need to manually import your transactions from last year as a CSV file. You can request a copy of your transactions from your bank. Once you have it, you can upload it manually. I can provide you with detailed instructions to guide you through the process.
Here's how:
Here's an article you can visit for detailed instructions on how to manually upload transactions into QuickBooks Online.
Before you import your transaction, please ensure the data is in the correct format.
In addition, I've included some resources that you can help categorize and review your online banking transactions in QuickBooks:
Furthermore, I'll also share this article for your reference if you want to learn how to match your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online
Feel free to comment if you have more concerns about running your reports, or any other related concerns in QuickBooks. I'm always here to help.
You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround
https://www.moneythumb.com/?ref=110
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