Can you download historic bank details? Data from the 1st April has been downloaded but we need transactions prior to that date.

shirley6 · ‎June 15, 2019

Anonymous · ‎June 15, 2019

Yes, it is possible, shirley6.

QuickBooks Online allows you to manually upload bank transactions for more than 90 days. You'll need to have the .QBO or .CSV file from your bank. Then, follow the steps below:

Go to Banking.
In the Banking tab, click on File upload.
Browse the file.
Map the transaction detail.
Continue to upload.

These are the articles for your references:

Once done, you can start matching or adding them to your register so your bank account is reconciled.

Please gather your questions about QuickBooks and post them below. We are here to help.

View solution in original post

Anonymous · ‎June 15, 2019

Yes, it is possible, shirley6.

QuickBooks Online allows you to manually upload bank transactions for more than 90 days. You'll need to have the .QBO or .CSV file from your bank. Then, follow the steps below:

Go to Banking.
In the Banking tab, click on File upload.
Browse the file.
Map the transaction detail.
Continue to upload.

These are the articles for your references:

Once done, you can start matching or adding them to your register so your bank account is reconciled.

Please gather your questions about QuickBooks and post them below. We are here to help.

karenfaren · ‎March 30, 2020

I don't have a 'Banking' tab. What do I do?

EmmaM · ‎March 30, 2020

Hello Karenfaren

Are you using the Self Employed product? If so you can go to the cog in the top right>imports>then select import older transactions against the bank account you want to upload the CSV to.

If you are using QuickBooks Online and you do not have the banking section are you accessing it through a mobile app?

Thanks

karenfaren · ‎March 30, 2020

Thanks Emma. The transactions are from a different bank account; not the one connected to the Quick Books account. I can import the CSV file and it appears in Files Imported. But how do I then add these transactions to my accounts?

I have a self-employed subscription and viewing on pc

Thanks

karenfaren · ‎March 30, 2020

It's OK. I found it! There is a 'Continue' button at the bottom of the screen that was hidden. It's fine now. Just feel a bit silly!

Thanks

Ashleigh1 · ‎March 30, 2020

Hello Karen,

Glad to hear you have found it and managed to sort it out.

If you have any other queries please feel free to get in contact with us again, we will be more than happy to assist you. Have a good day.

Topics

Training

Community

Resources

Can you download historic bank details? Data from the 1st April has been downloaded but we need transactions prior to that date.