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Buy nowI set up to have my bank feed connect starting Jan 1 2024. But now I would like add all 2023 How do I do that?
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
Hello there, TemescalGC.
When you connect your bank account to QuickBooks, the bank typically provides 90 days' worth of transactions. If you need to access transactions older than that, you can manually import them using a CSV file.
Log in to your bank's website. Then, download your transactions in a CSV file. Once that's completed, we can proceed with the following steps to import them into QuickBooks. Here's how:
You can refer to this article for further guidance: Manually Uploading Transactions into QuickBooks Online.
Additionally, you can refer to these articles when reconciling your accounts in QuickBooks:
If you have more concerns about connecting accounts and handling transactions, please know that I'm here to help you.
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