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I just subscribed to Quickbooks in June 2022 and completed interim financial statements. I need Profit and Loss for 2021. Is it possible to pull my bank account statements directly into Quickbooks for prior year even though I wasn't enrolled in Quickbooks at that time. Note 2021 was 1st year of revenue.
Yes, you can import prior bank statements using a CSV file, AWS_SmallBiz.
You can manually import data last year's statement. Download the bank statement from your bank using the following supported formats or file types:
Once the bank file is ready, start importing them to your QuickBooks Online company by following these steps:
Once transactions are in, run the Profit and Loss report.
Also, I've attached an article on reconciling accounts to ensure your books are accurate.
Let me know if you need more help managing your bank transactions. I'll be glad to help you more.
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
Thank you so so much for this information!
I will definitely try this and will let you know the outcome!
10 Thumbs Up for MoneyThumb!
First, I tried to manually upload my bank statements to QB, however, my bank only provides pdf files and converting to CSV and trying over 3 hours to configure 1 month's statement was to time consuming.
Second, MoneyThumb - Conversion from pdf looked just like a simplified bank statement and it literally took me about 20 minutes to convert and upload 1 years worth of bank statements!
Thank you again!
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