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Buy nowHow can I get general ledgers imported with monthly historical balances in Quickbooks Online?
Hello there, customer.
Importing your general ledger with monthly historical balances on QuickBooks Online (QBO) is possible. Let me share some details on how to do so. Firstly, we need to upload the transactions to QBO. You can follow these steps on how to:
Once done uploading, we can categorize them so they'll show in your General Ledger in QBO. You can follow these steps on how to do this.
For reference, you can visit this article: Categorize online bank transactions in QuickBooks Online.
Also, you can use a third-party app to import your general ledger to QBO. To do so, here's how:
If you wish to consider matching your bank and credit card account, you can visit this article: Reconcile an account in QuickBooks Online.
Don't hesitate to get back to us by replying to this post if you have further questions regarding importing the general ledger. We're always here to assist you.
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