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Level 1

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Can I put in last years history for my business? Or only start with current year?

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QuickBooks Team

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Hello there, @David55.


Welcome to the Community! QuickBooks is designed to keep track of your vendor, customer, payroll and tax information, bank and credit card transactions in one streamlined accounting software. I’d be delighted to share some information on how you can record your business information in QuickBooks Desktop.


For the purpose of proper accounting and comparison of previous year’s business performance, yes, it is recommended to enter your previous year’s business accounting history. This totally depends on you whether you want to start a clean state for this year or not. 


You‘ll have to enter the following first: bills, sales, invoices and accounts receivable transactions. Then, add your vendor and accounts payable transactions. Once you enter your customer and vendor transactions manually or by batch, you can connect your bank account to automatically download your transactions. Lastly, reconcile your bank and credit card transactions by year instead of by month to save time.


On the other hand, I’d suggest consulting with your accountant on the best route to take in recording your business accounting history in QuickBooks Desktop.


For additional insight, you may check out these articles: 


Feel free to click the Reply button if you have other questions about recording and managing your business information. I’m always here to help.

Level 1

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How do i import that information from my bank? I cant get more than 90 days.



QuickBooks Team

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Hi there, @Kelly901.

Thanks for dropping by. I’m here to share some information on how to import transactions that are more than 90 days from your bank to QuickBooks Desktop.

First, you will need to log in to your financial institution’s website, download the transactions and save it as a .QBO file on your computer. 

Then, you can start importing the file in QuickBooks by following the steps below:
1.    Go to File menu at the top and select Utilities.
2.    Choose Import, then Web Connect Files.


3.    Select the .QBO file saved on your computer, then click Open.
4.    When prompted to Select Bank Account, click Use an existing QuickBooks account if the account you’re importing the transactions into is already set up in QuickBooks. Otherwise, click the Create a new QuickBooks account.
5.    Click Continue and a dialogue box will show up telling you that the data has been successfully read into QuickBooks.
6.    Hit OK.

Once done, you can start reviewing your transactions by going to the Bank Feeds Center. Please check out this article for more information: Import WebConnect (.qbo) Files.

That should get you pointed in the right direction. If there’s anything else you need help with QuickBooks, please let me know. I’m more than happy to help. Take care and have a good one!

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