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kylandcruisers-g
Level 1

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

 
9 Comments 9
Tori B
QuickBooks Team

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

Good morning, @kylandcruisers-g

 

Thanks for taking the time to reach out to the QuickBooks Community for support. I hope you're enjoying the day so far. 

 

To clarify, are you wanting to upload transactions from prior years to QuickBooks? If so, QuickBooks Online downloads up to the last 90 days of transactions. However, you can manually import data beyond the time limit. Download the bank statement from your bank using the following supported formats or file types:

 

  • Comma-Separated Values (CSV)
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX)

 

I've included some steps below to import your file to QuickBooks Online below. 

 

  1. Go to the Banking menu and select Banking.
  2. Choose File upload from the Update drop-down. You can also click on Upload transactions manually.
  3. Hit Browse and pick the downloaded file.
  4. Hit Next.
  5. From the QuickBooks account drop-down list, choose the account to which to upload the bank transactions, and tap on Next.
  6. If you're using a CSV file, follow the prompt to select columns from the CSV file that match QuickBooks Online banking fields. Another option is through the Import Data page. To do so, click the Gear icon, select Import Data, then hit Bank Data.
  7. Click Next.
  8. Select Let's go! or Finish.

 

For additional information about this process, check out Manually upload transactions to QuickBooks Online

 

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

Fiat Lux - ASIA
Level 15

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

@kylandcruisers-g 

Which types of historical transactions do you need to import? only bank transactions or else?

kylandcruisers-g
Level 1

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

Only bank transactions

kazo
Level 1

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

well I have the same question but for the desktop PRO 2021, how to manually enter few months of bank statements which I have only paper form for? I find it crazy universe here with all this different versions restricting basic things so need help.

Fiat Lux - ASIA
Level 15

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

@kylandcruisers-g 

Utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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

 

Fiat Lux - ASIA
Level 15

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

@kazo 

If you have the bank statements in PDF format, utilize the converter tool

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

 

Charies_M
Moderator

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

Thanks for sharing your sentiments with us, kazo.

 

I'm here to show you how to manually download more than 90 days old transactions on QuickBooks Desktop (QBDT).
 

Since you only have paper for for your bank statement, you'll want to consider the suggestion of Fiat Lux - Asia. If the statements are in PDF form' you'll want to use a converter to help you convert them into a file that QuickBooks accepts.

 

While we're unable to provide a specific third-party application, you might also want to visit our QuickBooks Desktop Marketplace to look for one that suits your business needs.

 

More details about downloading bank feed transactions in QBDT can be found in this article: Download Bank Feed transactions in QuickBooks Desktop.

 

You may find this article helpful when managing Bank Feed transactions in QBDT: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Be sure to get back to me if you have follow-up questions about managing bank transactions. Always at your service. Have a good day!

kazo
Level 1

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

Thank you for the response but it doesn't answer my question. I have asked how to do it MANUALLY and for version DESKTOP PRO as other recommended  solutions are either for online or premier or accountant and I don't have accountant menu. Frankly I am disappointed that coming back to QuickBooks from version 2008 that universal - standard import-export functions for common files - CSV, PDF or XLSX are not included in 2021 $400+ product. I have to enter in only few statements I have in paper form with not too many transactions, there must be a way to just type it in. Please advise how. Thank you very much.

kazo
Level 1

Cann years prior to purchasing quickbooks be uploaded? Is there a swparate fee?

Thank you for the response but it doesn't answer my question. I have asked how to do it MANUALLY and for version DESKTOP PRO as other recommended  solutions are either for online or premier or accountant and I don't have accountant menu. Frankly I am disappointed that coming back to QuickBooks from version 2008 that universal - standard import-export functions for common files - CSV, PDF or XLSX are not included (or limited) in 2021 $400+ product. I am familiar with QBO files no issue there but I have to enter in only few statements I have only in the paper form with not too many transactions and only one time so I find buying fancy converters for that small of the job waste, there must be a way to just type it in. Please advise how. Thank you very much.

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