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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
tkk52
Level 1

Historical Payroll/Data/Backdated info

I was hoping to enter all of my 2025 transactions/payroll/etc into my new Quickbooks online account to help ease some data entry on my accountant. I've been manually doing the books for years. I had read online that entering historical transactions/data was allowed and now I was told today that it's not because I didn't have quickbooks last year. Is that true? 

2 Comments 2
SIAB
Level 7

Historical Payroll/Data/Backdated info

Did you convert data from QB Desktop or another program?

Mirriam_M
QuickBooks Team

Historical Payroll/Data/Backdated info

Welcome to the Community forum, tkk52.

 

Yes, you can generally enter historical transactions, payroll, and other data in QuickBooks Online (QBO). However, there are important considerations regarding tax filing deadlines and reporting requirements.

 

The information you can import includes the following:

 

  • Bank Data
  • Customers
  • Vendors
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Bills
  • Checks
  • Class
  • Deposits
  • Employee
  • Estimates
  • Expenses
  • Journal Entries
  • Locations
  • Purchase Orders
  • Sales Receipts
  • Time Activities 

 

Regarding your payroll transactions, I recommend reaching out to our Live Support Team, who can review your timeline and advise on the proper setup approach to ensure compliance.

 

To contact Live Support, here's what you'll need to do:

 

  1. Click the Help button in the top-right corner of your QBO screen.
  2. Select the Assistant tab and type Talk to an expert to get support options.
  3. Choose your preferred method — either Chat or Callback.

 

To check when Live Support is available, refer to our support hours here: Get help with QuickBooks products and services. Make sure to select QuickBooks Online as your product.

 

For more information on entering your transactions, check out this article: Common questions about importing data to QuickBooks Online.

 

Additionally, I've attached this helpful resource that you can access to find visual guides for performing your QBO tasks: Learn about QuickBooks Online with how-to videos.

 

If you have any other concerns about managing your data in QuickBooks, please don't hesitate to reach out. We're just around the corner to lend a hand.

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